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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 | $26,808 | $167,362-84.0% | $143,799-81.4% | $134,532-80.1% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -0.23% | 0.47%-0.7pp | -0.04%-0.2pp | 418.27%-418.5pp |
| Employer contribution / active EE | $3,697 | $5,620-34.2% | $4,952-25.3% | $4,741-22.0% |
| Participant deferral / active EE | $5,554 | $6,447-13.9% | $5,638-1.5% | $6,401-13.2% |
| Admin fee / account holder | $270 | $18,094-98.5% | $14,677-98.2% | $11,429-97.6% |