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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 | $18,097 | $109,372-83.5% | $89,414-79.8% | $158,966-88.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 0.00% | 345.55%-345.6pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,227 | $3,171-29.8% | $2,586-13.9% | $4,762-53.2% |
| Participant deferral / active EE | $8,440 | $4,598+83.5% | $3,890+117.0% | $5,983+41.1% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |