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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 | $28,557 | $109,411-73.9% | $89,435-68.1% | $158,982-82.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $926 | $3,173-70.8% | $2,587-64.2% | $4,763-80.6% |
| Participant deferral / active EE | $1,853 | $4,600-59.7% | $3,890-52.4% | $5,983-69.0% |
| Admin fee / account holder | $117 | $6,159-98.1% | $4,884-97.6% | $11,252-99.0% |