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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 | $13,816 | $133,998-89.7% | $112,263-87.7% | $134,545-89.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,825 | $4,040-54.8% | $3,636-49.8% | $4,742-61.5% |
| Participant deferral / active EE | $6,480 | $5,292+22.4% | $4,729+37.0% | $6,401+1.2% |
| Admin fee / account holder | $29 | $7,493-99.6% | $6,410-99.5% | $11,431-99.7% |