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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 | $15,683 | $85,060-81.6% | $70,565-77.8% | $139,487-88.8% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,718 | $3,912-56.1% | $2,976-42.3% | $4,755-63.9% |
| Participant deferral / active EE | $7,808 | $5,891+32.5% | $4,568+70.9% | $6,713+16.3% |
| Admin fee / account holder | $15 | $8,932-99.8% | $6,430-99.8% | $11,407-99.9% |