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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 | $26,240 | $106,588-75.4% | $94,215-72.1% | $155,188-83.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 0.00% | 29.39%-29.4pp | 28.22%-28.2pp | 148.84%-148.8pp |
| Employer contribution / active EE | $1,120 | $3,080-63.6% | $2,675-58.1% | $4,248-73.6% |
| Participant deferral / active EE | $12,000 | $4,802+149.9% | $4,276+180.6% | $6,531+83.7% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |