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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 | $129,737-78.5% | $119,126-76.6% | $154,746-82.0% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,420 | $4,375-67.5% | $4,034-64.8% | $4,379-67.6% |
| Participant deferral / active EE | $7,833 | $5,842+34.1% | $5,318+47.3% | $6,730+16.4% |
| Admin fee / account holder | $4 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |