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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 | $52,459 | $160,070-67.2% | $147,117-64.3% | $145,897-64.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $10,713 | $5,285+102.7% | $4,932+117.2% | $4,663+129.8% |
| Participant deferral / active EE | $15,250 | $8,419+81.1% | $8,065+89.1% | $6,689+128.0% |
| Admin fee / account holder | $35 | $15,035-99.8% | $12,993-99.7% | $13,390-99.7% |