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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 | $59,000 | $153,769-61.6% | $133,975-56.0% | $273,972-78.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $23,333 | $6,029+287.0% | $5,211+347.8% | $4,869+379.2% |
| Participant deferral / active EE | $16,000 | $6,958+129.9% | $6,282+154.7% | $5,287+202.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |