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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 | $17,896 | $183,539-90.2% | $155,556-88.5% | $145,897-87.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,142 | $5,315-78.5% | $4,675-75.6% | $4,663-75.5% |
| Participant deferral / active EE | $7,750 | $6,467+19.8% | $5,631+37.6% | $6,689+15.9% |
| Admin fee / account holder | $14 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |