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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 | $32,773 | $135,956-75.9% | $123,894-73.5% | $273,972-88.0% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,138 | $5,170-20.0% | $4,617-10.4% | $4,869-15.0% |
| Participant deferral / active EE | $6,756 | $6,343+6.5% | $5,984+12.9% | $5,287+27.8% |
| Admin fee / account holder | $26 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |