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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 | $13,139 | $106,247-87.6% | $96,515-86.4% | $139,466-90.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $985 | $4,106-76.0% | $3,740-73.7% | $4,754-79.3% |
| Participant deferral / active EE | $11,541 | $5,456+111.5% | $4,880+136.5% | $6,712+72.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |