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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 | $36,362 | $165,399-78.0% | $149,745-75.7% | $158,982-77.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,541 | $5,105-30.6% | $4,646-23.8% | $4,763-25.7% |
| Participant deferral / active EE | $14,532 | $7,183+102.3% | $6,843+112.4% | $5,983+142.9% |
| Admin fee / account holder | $3 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |