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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 | $11,774 | $106,267-88.9% | $96,520-87.8% | $139,456-91.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 0.00% | 38.45%-38.5pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,501 | $4,105-39.1% | $3,739-33.1% | $4,753-47.4% |
| Participant deferral / active EE | $3,126 | $5,454-42.7% | $4,879-35.9% | $6,711-53.4% |
| Admin fee / account holder | $9 | $7,882-99.9% | $6,733-99.9% | $11,407-99.9% |