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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 | $49,635 | $109,863-54.8% | $98,477-49.6% | $167,518-70.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 0.00% | 1958.09%-1958.1pp | 1493.59%-1493.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,315 | $3,225-59.2% | $2,961-55.6% | $4,838-72.8% |
| Participant deferral / active EE | $6,720 | $4,673+43.8% | $4,276+57.1% | $6,342+6.0% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |