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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 | $21,279 | $103,392-79.4% | $87,104-75.6% | $152,897-86.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,279 | $3,221-60.3% | $2,521-49.3% | $4,764-73.2% |
| Participant deferral / active EE | $4,749 | $4,778-0.6% | $4,048+17.3% | $5,851-18.8% |
| Admin fee / account holder | $276 | $12,194-97.7% | $7,491-96.3% | $11,599-97.6% |