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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 | $36,109 | $185,905-80.6% | $170,057-78.8% | $139,487-74.1% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 60.56%-60.6pp | 53.42%-53.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $4,298 | $7,597-43.4% | $6,790-36.7% | $4,755-9.6% |
| Participant deferral / active EE | $12,774 | $11,627+9.9% | $10,411+22.7% | $6,713+90.3% |
| Admin fee / account holder | $10 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |