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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 | $30,803 | $110,379-72.1% | $102,412-69.9% | $145,884-78.9% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.5%-9.5pp | 80.3%-15.3pp |
| Annual return | 0.00% | 24.84%-24.8pp | 24.94%-24.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,373 | $4,216-67.4% | $3,870-64.5% | $4,662-70.5% |
| Participant deferral / active EE | $6,795 | $5,622+20.9% | $5,060+34.3% | $6,690+1.6% |
| Admin fee / account holder | $246 | $9,745-97.5% | $8,388-97.1% | $13,392-98.2% |