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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 | $26,904 | $138,114-80.5% | $125,391-78.5% | $134,545-80.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,910 | $5,246-44.5% | $4,816-39.6% | $4,742-38.6% |
| Participant deferral / active EE | $15,760 | $7,801+102.0% | $7,448+111.6% | $6,401+146.2% |
| Admin fee / account holder | $36 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |