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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 | $34,766 | $94,529-63.2% | $140,019-75.2% | $64,173-45.8% |
| Participation rate | 53.8% | 84.1%-30.2pp | 87.5%-33.7pp | 69.6%-15.7pp |
| Annual return | 0.00% | 7.77%-7.8pp | 651.15%-651.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $10,211 | $3,812+167.8% | $5,605+82.2% | $2,381+328.9% |
| Participant deferral / active EE | $8,484 | $5,250+61.6% | $6,927+22.5% | $3,470+144.5% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |