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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 | $148,558-82.2% | $135,925-80.5% | $139,427-81.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 0.00% | 79.22%-79.2pp | 68.25%-68.3pp | 373.27%-373.3pp |
| Employer contribution / active EE | $1,613 | $5,244-69.2% | $4,857-66.8% | $4,752-66.1% |
| Participant deferral / active EE | $10,688 | $8,101+31.9% | $7,759+37.7% | $6,711+59.3% |
| Admin fee / account holder | $14 | $12,401-99.9% | $10,764-99.9% | $11,404-99.9% |