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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 | $20,086 | $95,979-79.1% | $74,551-73.1% | $135,380-85.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 0.00% | 56.97%-57.0pp | 32.53%-32.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $732 | $2,716-73.1% | $1,961-62.7% | $4,779-84.7% |
| Participant deferral / active EE | $9,250 | $3,844+140.6% | $3,108+197.6% | $5,609+64.9% |
| Admin fee / account holder | $1 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |