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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 | $21,878 | $138,114-84.2% | $125,391-82.6% | $134,545-83.7% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,313 | $5,246-75.0% | $4,816-72.7% | $4,742-72.3% |
| Participant deferral / active EE | $6,057 | $7,801-22.4% | $7,448-18.7% | $6,401-5.4% |
| Admin fee / account holder | $23 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |