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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 | $24,257 | $157,304-84.6% | $141,197-82.8% | $152,909-84.1% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,568 | $5,263-51.2% | $4,736-45.8% | $4,764-46.1% |
| Participant deferral / active EE | $6,243 | $7,111-12.2% | $6,710-7.0% | $5,851+6.7% |
| Admin fee / account holder | $244 | $12,126-98.0% | $10,265-97.6% | $11,601-97.9% |