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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 | $18,963 | $190,879-90.1% | $160,009-88.1% | $134,532-85.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $6,620 | $4,995+32.5% | $4,225+56.7% | $4,741+39.6% |
| Participant deferral / active EE | $6,000 | $6,924-13.3% | $6,183-3.0% | $6,401-6.3% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |