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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 | $27,765 | $133,981-79.3% | $112,249-75.3% | $134,532-79.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $6,546 | $4,040+62.0% | $3,636+80.0% | $4,741+38.1% |
| Participant deferral / active EE | $13,667 | $5,292+158.3% | $4,729+189.0% | $6,401+113.5% |
| Admin fee / account holder | $156 | $7,492-97.9% | $6,412-97.6% | $11,429-98.6% |