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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 | $13,508 | $96,491-86.0% | $75,894-82.2% | $152,885-91.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,944 | $3,310-11.0% | $2,501+17.7% | $4,763-38.2% |
| Participant deferral / active EE | $6,826 | $4,553+49.9% | $3,603+89.4% | $5,851+16.7% |
| Admin fee / account holder | $85 | $8,079-98.9% | $5,420-98.4% | $11,598-99.3% |