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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 | $35,179 | $115,911-69.7% | $100,530-65.0% | $158,950-77.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.89%-30.9pp | 302.91%-302.9pp |
| Employer contribution / active EE | $5,329 | $4,104+29.8% | $3,418+55.9% | $4,762+11.9% |
| Participant deferral / active EE | $10,101 | $6,676+51.3% | $6,271+61.1% | $5,983+68.8% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |