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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 | $69,286 | $124,425-44.3% | $112,040-38.2% | $137,256-49.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 0.00% | 24.72%-24.7pp | 24.52%-24.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $24,274 | $3,411+611.6% | $2,954+721.7% | $4,156+484.1% |
| Participant deferral / active EE | $21,917 | $5,718+283.3% | $5,098+329.9% | $6,407+242.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |