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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 | $31,281 | $117,444-73.4% | $99,479-68.6% | $152,909-79.5% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.5%-22.5pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,909 | $3,014+29.7% | $2,540+53.9% | $4,764-17.9% |
| Participant deferral / active EE | $1,910 | $4,086-53.3% | $3,619-47.2% | $5,851-67.4% |
| Admin fee / account holder | $165 | $7,635-97.8% | $6,253-97.4% | $11,601-98.6% |