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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 | $33,260 | $103,392-67.8% | $87,104-61.8% | $152,897-78.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $7,056 | $3,221+119.1% | $2,521+179.8% | $4,764+48.1% |
| Participant deferral / active EE | $13,793 | $4,778+188.7% | $4,048+240.7% | $5,851+135.7% |
| Admin fee / account holder | $14 | $12,194-99.9% | $7,491-99.8% | $11,599-99.9% |