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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 | $12,669 | $90,486-86.0% | $78,676-83.9% | $273,972-95.4% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $770 | $3,175-75.7% | $2,850-73.0% | $4,869-84.2% |
| Participant deferral / active EE | $4,188 | $3,901+7.3% | $3,517+19.1% | $5,287-20.8% |
| Admin fee / account holder | $27 | $5,263-99.5% | $4,510-99.4% | $10,133-99.7% |