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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 | $20,815 | $76,368-72.7% | $67,681-69.2% | $154,746-86.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 0.00% | 1066.77%-1066.8pp | 590.58%-590.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $5,248 | $3,151+66.5% | $2,678+95.9% | $4,379+19.8% |
| Participant deferral / active EE | $7,775 | $4,824+61.2% | $3,976+95.6% | $6,730+15.5% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |