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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 | $8,955 | $93,117-90.4% | $77,096-88.4% | $134,532-93.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | 0.36% | 62.67%-62.3pp | 42.35%-42.0pp | 418.27%-417.9pp |
| Employer contribution / active EE | $1,499 | $3,420-56.2% | $2,814-46.8% | $4,741-68.4% |
| Participant deferral / active EE | $3,210 | $5,241-38.8% | $4,429-27.5% | $6,401-49.9% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |