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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 | $22,828 | $127,298-82.1% | $109,916-79.2% | $167,553-86.4% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.2%-17.1pp | 82.1%-25.0pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,913 | $3,325-42.5% | $2,844-32.7% | $4,840-60.5% |
| Participant deferral / active EE | $11,143 | $4,513+146.9% | $4,047+175.3% | $6,343+75.7% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |