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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 | $12,098 | $84,551-85.7% | $61,452-80.3% | $134,532-91.0% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,027 | $1,545+96.0% | $1,160+161.1% | $4,741-36.1% |
| Participant deferral / active EE | $4,490 | $2,818+59.3% | $2,125+111.3% | $6,401-29.9% |
| Admin fee / account holder | $56 | $2,587-97.8% | $2,131-97.4% | $11,429-99.5% |