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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 | $21,765 | $138,102-84.2% | $125,381-82.6% | $134,532-83.8% |
| Participation rate | 45.0% | 84.5%-39.5pp | 82.4%-37.4pp | 81.2%-36.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $6,516 | $5,245+24.2% | $4,815+35.3% | $4,741+37.4% |
| Participant deferral / active EE | $2,940 | $7,801-62.3% | $7,448-60.5% | $6,401-54.1% |
| Admin fee / account holder | $39 | $11,568-99.7% | $10,007-99.6% | $11,429-99.7% |