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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 | $36,018 | $211,105-82.9% | $178,449-79.8% | $145,978-75.3% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 0.00% | 30.19%-30.2pp | 27.09%-27.1pp | 550.52%-550.5pp |
| Employer contribution / active EE | $5,000 | $4,569+9.4% | $3,951+26.6% | $4,662+7.3% |
| Participant deferral / active EE | $9,000 | $6,959+29.3% | $6,277+43.4% | $6,690+34.5% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |