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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 | $30,160 | $102,828-70.7% | $105,387-71.4% | $152,909-80.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 0.00% | 20.85%-20.9pp | 26.82%-26.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,580 | $4,473-42.3% | $4,213-38.8% | $4,764-45.8% |
| Participant deferral / active EE | $12,500 | $5,465+128.7% | $5,502+127.2% | $5,851+113.6% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,601-100.0% |