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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 | $17,769 | $104,106-82.9% | $71,086-75.0% | $135,382-86.9% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $3,150 | $1,485+112.1% | $1,088+189.6% | $4,779-34.1% |
| Participant deferral / active EE | $5,747 | $2,527+127.4% | $1,874+206.6% | $5,609+2.5% |
| Admin fee / account holder | $32 | $4,142-99.2% | $3,082-99.0% | $10,829-99.7% |