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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 | $11,801 | $136,214-91.3% | $98,775-88.1% | $167,536-93.0% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.92%-49.9pp | 478.82%-478.8pp |
| Employer contribution / active EE | $471 | $2,631-82.1% | $2,067-77.2% | $4,839-90.3% |
| Participant deferral / active EE | $5,395 | $3,716+45.2% | $3,035+77.8% | $6,342-14.9% |
| Admin fee / account holder | $6 | $5,031-99.9% | $4,076-99.9% | $12,315-100.0% |