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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 | $29,929 | $228,395-86.9% | $185,861-83.9% | $158,982-81.2% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,208 | $4,968-75.7% | $4,088-70.4% | $4,763-74.6% |
| Participant deferral / active EE | $5,331 | $6,417-16.9% | $5,634-5.4% | $5,983-10.9% |
| Admin fee / account holder | $27 | $11,869-99.8% | $9,503-99.7% | $11,252-99.8% |