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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 | $14,806 | $100,901-85.3% | $75,670-80.4% | $147,585-90.0% |
| Participation rate | 66.7% | 77.1%-10.5pp | 72.3%-5.7pp | 82.8%-16.2pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.56%-578.6pp |
| Employer contribution / active EE | $1,255 | $3,253-61.4% | $2,352-46.6% | $4,876-74.3% |
| Participant deferral / active EE | $8,219 | $4,027+104.1% | $3,142+161.6% | $5,439+51.1% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |