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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 | $47,469 | $129,239-63.3% | $93,419-49.2% | $158,966-70.1% |
| Participation rate | 25.0% | 70.9%-45.9pp | 66.8%-41.8pp | 82.0%-57.0pp |
| Annual return | 0.00% | 118.21%-118.2pp | 78.05%-78.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $7,217 | $2,711+166.2% | $2,075+247.8% | $4,762+51.5% |
| Participant deferral / active EE | $4,400 | $3,909+12.6% | $3,126+40.8% | $5,983-26.5% |
| Admin fee / account holder | $9 | $7,383-99.9% | $5,230-99.8% | $11,250-99.9% |