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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 | $42,717 | $97,732-56.3% | $83,831-49.0% | $135,380-68.4% |
| Participation rate | 52.4% | 80.0%-27.6pp | 76.1%-23.8pp | 82.6%-30.3pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,009 | $4,222-76.1% | $3,631-72.2% | $4,779-78.9% |
| Participant deferral / active EE | $2,018 | $4,683-56.9% | $4,082-50.6% | $5,609-64.0% |
| Admin fee / account holder | $8 | $6,675-99.9% | $5,479-99.9% | $10,828-99.9% |