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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 | $104,210 | $138,078-24.5% | $125,363-16.9% | $134,509-22.5% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,376 | $5,245-73.8% | $4,815-71.4% | $4,741-71.0% |
| Participant deferral / active EE | $5,229 | $7,800-33.0% | $7,447-29.8% | $6,400-18.3% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |