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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 | $35,598 | $111,814-68.2% | $103,378-65.6% | $145,978-75.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 0.00% | 24.80%-24.8pp | 24.91%-24.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $2,237 | $4,215-46.9% | $3,870-42.2% | $4,662-52.0% |
| Participant deferral / active EE | $12,200 | $5,618+117.2% | $5,058+141.2% | $6,690+82.4% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |