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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 | $38,631 | $135,956-71.6% | $123,894-68.8% | $273,972-85.9% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 7.72% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $4,637 | $5,170-10.3% | $4,617+0.4% | $4,869-4.8% |
| Participant deferral / active EE | $4,637 | $6,343-26.9% | $5,984-22.5% | $5,287-12.3% |
| Admin fee / account holder | $259 | $9,817-97.4% | $8,357-96.9% | $10,133-97.4% |