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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 | $22,866 | $228,352-90.0% | $185,827-87.7% | $158,950-85.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 0.00% | 40.81%-40.8pp | 35.96%-36.0pp | 302.91%-302.9pp |
| Employer contribution / active EE | $10,000 | $4,967+101.3% | $4,087+144.7% | $4,762+110.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $261 | $11,867-97.8% | $9,502-97.3% | $11,248-97.7% |