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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 | $19,393 | $141,004-86.2% | $112,273-82.7% | $139,456-86.1% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 0.00% | 32.75%-32.8pp | 30.23%-30.2pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,305 | $4,285-69.5% | $3,431-62.0% | $4,753-72.5% |
| Participant deferral / active EE | $10,542 | $5,878+79.4% | $4,800+119.6% | $6,711+57.1% |
| Admin fee / account holder | $54 | $9,959-99.5% | $7,752-99.3% | $11,407-99.5% |