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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 | $44,339 | $180,462-75.4% | $154,111-71.2% | $135,379-67.2% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | 0.00% | 888.17%-888.2pp | 735.18%-735.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,413 | $6,036-76.6% | $5,298-73.3% | $4,779-70.4% |
| Participant deferral / active EE | $3,367 | $5,806-42.0% | $5,081-33.7% | $5,609-40.0% |
| Admin fee / account holder | $19 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |