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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 | $21,610 | $138,102-84.4% | $125,381-82.8% | $134,532-83.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,425 | $5,245-34.7% | $4,815-28.9% | $4,741-27.8% |
| Participant deferral / active EE | $7,535 | $7,801-3.4% | $7,448+1.2% | $6,401+17.7% |
| Admin fee / account holder | $8 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |