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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 | $18,897 | $101,063-81.3% | $81,473-76.8% | $147,586-87.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $9,448 | $3,206+194.8% | $2,568+267.9% | $4,876+93.8% |
| Participant deferral / active EE | $9,448 | $4,242+122.7% | $3,537+167.1% | $5,439+73.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |