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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,346 | $95,979-71.5% | $74,551-63.3% | $135,380-79.8% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | 0.00% | 56.97%-57.0pp | 32.53%-32.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $5,333 | $2,716+96.3% | $1,961+172.0% | $4,779+11.6% |
| Participant deferral / active EE | $12,333 | $3,844+220.9% | $3,108+296.8% | $5,609+119.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |