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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 | $20,868 | $148,623-86.0% | $135,974-84.7% | $139,466-85.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,085 | $5,246-79.3% | $4,859-77.7% | $4,754-77.2% |
| Participant deferral / active EE | $2,521 | $8,103-68.9% | $7,760-67.5% | $6,712-62.4% |
| Admin fee / account holder | $18 | $12,406-99.9% | $10,767-99.8% | $11,409-99.8% |