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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 | $31,964 | $168,635-81.0% | $147,617-78.3% | $125,389-74.5% |
| Participation rate | 28.6% | 88.8%-60.2pp | 84.6%-56.0pp | 83.2%-54.6pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $6,308 | $6,252+0.9% | $5,564+13.4% | $4,866+29.6% |
| Participant deferral / active EE | $2,823 | $5,507-48.7% | $4,895-42.3% | $5,352-47.2% |
| Admin fee / account holder | $14 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |