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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 | $13,209 | $127,296-89.6% | $109,907-88.0% | $167,536-92.1% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.2%-18.0pp | 82.1%-25.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,800 | $3,325-15.8% | $2,844-1.5% | $4,839-42.1% |
| Participant deferral / active EE | $4,557 | $4,513+1.0% | $4,047+12.6% | $6,342-28.2% |
| Admin fee / account holder | $4 | $7,119-99.9% | $6,069-99.9% | $12,315-100.0% |