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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 | $30,265 | $166,089-81.8% | $164,928-81.6% | $145,978-79.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 0.00% | 100.26%-100.3pp | 70.08%-70.1pp | 550.52%-550.5pp |
| Employer contribution / active EE | $3,784 | $5,276-28.3% | $4,343-12.9% | $4,662-18.8% |
| Participant deferral / active EE | $11,500 | $6,961+65.2% | $6,034+90.6% | $6,690+71.9% |
| Admin fee / account holder | $29 | $16,641-99.8% | $12,684-99.8% | $13,400-99.8% |