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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 | $27,910 | $114,119-75.5% | $107,187-74.0% | $138,895-79.9% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,420 | $4,059-65.0% | $3,782-62.4% | $4,194-66.1% |
| Participant deferral / active EE | $7,833 | $5,538+41.5% | $5,096+53.7% | $6,396+22.5% |
| Admin fee / account holder | $4 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |