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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 | $28,551 | $111,814-74.5% | $103,374-72.4% | $145,959-80.4% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.89%-24.9pp | 561.95%-561.9pp |
| Employer contribution / active EE | $7,138 | $4,214+69.4% | $3,869+84.5% | $4,661+53.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |