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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 | $26,632 | $197,819-86.5% | $155,789-82.9% | $125,389-78.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | 0.79% | 86.73%-85.9pp | 71.54%-70.7pp | 282.24%-281.4pp |
| Employer contribution / active EE | $2,095 | $4,850-56.8% | $3,839-45.4% | $4,866-56.9% |
| Participant deferral / active EE | $3,021 | $5,631-46.4% | $4,798-37.0% | $5,352-43.6% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |