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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 | $32,205 | $149,679-78.5% | $117,039-72.5% | $147,586-78.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $13,073 | $4,937+164.8% | $3,785+245.4% | $4,876+168.1% |
| Participant deferral / active EE | $8,000 | $4,912+62.9% | $3,929+103.6% | $5,439+47.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |