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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 | $27,377 | $90,320-69.7% | $59,496-54.0% | $125,389-78.2% |
| Participation rate | 50.0% | 68.3%-18.3pp | 54.6%-4.6pp | 83.2%-33.2pp |
| Annual return | 0.92% | 369.13%-368.2pp | 182.05%-181.1pp | 282.24%-281.3pp |
| Employer contribution / active EE | $2,766 | $1,792+54.4% | $1,153+139.9% | $4,866-43.2% |
| Participant deferral / active EE | $4,789 | $2,716+76.3% | $1,829+161.8% | $5,352-10.5% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |