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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 | $211,288-83.0% | $178,540-79.8% | $145,884-75.3% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 0.00% | 30.27%-30.3pp | 27.15%-27.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $5,000 | $4,574+9.3% | $3,953+26.5% | $4,662+7.2% |
| Participant deferral / active EE | $9,000 | $6,967+29.2% | $6,281+43.3% | $6,690+34.5% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |