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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 | $32,020 | $228,395-86.0% | $185,861-82.8% | $158,982-79.9% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,007 | $4,968-59.6% | $4,088-50.9% | $4,763-57.9% |
| Participant deferral / active EE | $8,667 | $6,417+35.1% | $5,634+53.8% | $5,983+44.8% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |