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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 | $28,600 | $127,387-77.5% | $115,038-75.1% | $125,389-77.2% |
| Participation rate | 25.0% | 84.2%-59.2pp | 81.4%-56.4pp | 83.2%-58.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,650 | $5,166-48.7% | $4,608-42.5% | $4,866-45.5% |
| Participant deferral / active EE | $4,500 | $6,423-29.9% | $6,026-25.3% | $5,352-15.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |