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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 | $61,942 | $95,895-35.4% | $79,576-22.2% | $134,509-54.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | 3.94% | -2.72%+6.7pp | 0.15%+3.8pp | 418.13%-414.2pp |
| Employer contribution / active EE | $6,973 | $3,128+122.9% | $2,413+189.0% | $4,741+47.1% |
| Participant deferral / active EE | $20,046 | $4,693+327.1% | $3,985+403.0% | $6,400+213.2% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |