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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 | $91,523 | $138,076-33.7% | $123,553-25.9% | $135,380-32.4% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,382 | $5,152-73.2% | $4,628-70.1% | $4,779-71.1% |
| Participant deferral / active EE | $5,906 | $6,800-13.1% | $6,426-8.1% | $5,609+5.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |