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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 | $26,481 | $148,629-82.2% | $135,982-80.5% | $139,487-81.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,613 | $5,247-69.3% | $4,859-66.8% | $4,755-66.1% |
| Participant deferral / active EE | $10,688 | $8,102+31.9% | $7,760+37.7% | $6,713+59.2% |
| Admin fee / account holder | $14 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |