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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 | $15,331 | $97,020-84.2% | $83,327-81.6% | $135,380-88.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $8,250 | $4,144+99.1% | $3,379+144.2% | $4,779+72.6% |
| Participant deferral / active EE | $4,044 | $5,964-32.2% | $5,565-27.3% | $5,609-27.9% |
| Admin fee / account holder | $11 | $8,426-99.9% | $7,540-99.9% | $10,828-99.9% |