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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 | $14,606 | $127,273-88.5% | $109,895-86.7% | $167,518-91.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.2%-34.2pp | 82.1%-42.1pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $727 | $3,324-78.1% | $2,843-74.4% | $4,838-85.0% |
| Participant deferral / active EE | $4,799 | $4,515+6.3% | $4,049+18.5% | $6,342-24.3% |
| Admin fee / account holder | $20 | $7,117-99.7% | $6,067-99.7% | $12,312-99.8% |