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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 | $32,348 | $183,539-82.4% | $155,556-79.2% | $145,897-77.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,400 | $5,315-54.8% | $4,675-48.7% | $4,663-48.5% |
| Participant deferral / active EE | $5,750 | $6,467-11.1% | $5,631+2.1% | $6,689-14.0% |
| Admin fee / account holder | $33 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |