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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 | $19,915 | $117,426-83.0% | $99,470-80.0% | $152,885-87.0% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.5%-22.5pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,234 | $3,014-25.9% | $2,540-12.0% | $4,763-53.1% |
| Participant deferral / active EE | $9,700 | $4,086+137.4% | $3,619+168.0% | $5,851+65.8% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |