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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 | $52,545 | $157,304-66.6% | $141,197-62.8% | $152,909-65.6% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.5%-52.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $10,900 | $5,263+107.1% | $4,736+130.1% | $4,764+128.8% |
| Participant deferral / active EE | $4,400 | $7,111-38.1% | $6,710-34.4% | $5,851-24.8% |
| Admin fee / account holder | $37 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |