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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 | $41,112 | $124,330-66.9% | $109,173-62.3% | $167,536-75.5% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $4,340 | $4,209+3.1% | $3,723+16.6% | $4,839-10.3% |
| Participant deferral / active EE | $15,933 | $5,256+203.1% | $4,654+242.4% | $6,342+151.2% |
| Admin fee / account holder | $10 | $7,974-99.9% | $6,755-99.9% | $12,315-99.9% |