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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 | $36,666 | $184,014-80.1% | $161,149-77.2% | $138,895-73.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 0.00% | 21.52%-21.5pp | 21.16%-21.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $4,007 | $5,055-20.7% | $4,360-8.1% | $4,194-4.5% |
| Participant deferral / active EE | $20,333 | $6,909+194.3% | $6,153+230.5% | $6,396+217.9% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |