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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 | $26,783 | $106,115-74.8% | $85,969-68.8% | $125,389-78.6% |
| Participation rate | 37.5% | 84.1%-46.6pp | 76.5%-39.0pp | 83.2%-45.7pp |
| Annual return | 0.00% | 13.93%-13.9pp | 9.32%-9.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,544 | $4,537-43.9% | $3,474-26.8% | $4,866-47.7% |
| Participant deferral / active EE | $7,500 | $4,859+54.3% | $3,829+95.9% | $5,352+40.1% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |