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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 | $15,712 | $49,199-68.1% | $121,204-87.0% | $75,173-79.1% |
| Participation rate | 59.4% | 55.4%+3.9pp | 69.5%-10.2pp | 67.2%-7.8pp |
| Annual return | 0.00% | 56.04%-56.0pp | 987.18%-987.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,634 | $1,547+5.6% | $4,170-60.8% | $2,671-38.8% |
| Participant deferral / active EE | $3,269 | $2,630+24.3% | $4,083-19.9% | $4,126-20.8% |
| Admin fee / account holder | $300 | $3,946-92.4% | $5,651-94.7% | $5,651-94.7% |