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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 | $24,959 | $117,846-78.8% | $102,434-75.6% | $145,884-82.9% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 0.00% | 31.90%-31.9pp | 29.46%-29.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $3,140 | $3,615-13.1% | $3,023+3.9% | $4,662-32.7% |
| Participant deferral / active EE | $13,650 | $5,733+138.1% | $5,055+170.0% | $6,690+104.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |