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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 | $24,461 | $115,911-78.9% | $100,530-75.7% | $158,950-84.6% |
| Participation rate | 28.6% | 81.6%-53.0pp | 79.4%-50.8pp | 82.0%-53.4pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.89%-30.9pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,088 | $4,104-49.1% | $3,418-38.9% | $4,762-56.1% |
| Participant deferral / active EE | $4,857 | $6,676-27.2% | $6,271-22.5% | $5,983-18.8% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |