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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 | $36,249 | $134,001-72.9% | $112,258-67.7% | $134,509-73.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,637 | $4,039-59.5% | $3,636-55.0% | $4,741-65.5% |
| Participant deferral / active EE | $4,566 | $5,291-13.7% | $4,728-3.4% | $6,400-28.7% |
| Admin fee / account holder | $202 | $7,491-97.3% | $6,411-96.8% | $11,427-98.2% |