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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 | $19,923 | $140,578-85.8% | $100,671-80.2% | $125,389-84.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 70.7%-4.0pp | 83.2%-16.5pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,760 | $5,965-70.5% | $4,012-56.1% | $4,866-63.8% |
| Participant deferral / active EE | $12,000 | $3,981+201.4% | $3,144+281.7% | $5,352+124.2% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |