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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 | $16,002 | $64,311-75.1% | $57,356-72.1% | $125,389-87.2% |
| Participation rate | 33.3% | 78.6%-45.3pp | 75.1%-41.7pp | 83.2%-49.9pp |
| Annual return | 0.00% | 25.14%-25.1pp | 24.41%-24.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,003 | $3,193-68.6% | $2,689-62.7% | $4,866-79.4% |
| Participant deferral / active EE | $4,500 | $3,846+17.0% | $3,162+42.3% | $5,352-15.9% |
| Admin fee / account holder | $60 | $5,243-98.9% | $3,357-98.2% | $9,541-99.4% |