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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 | $213,785-82.8% | $185,441-80.2% | $155,188-76.4% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 0.00% | 19.97%-20.0pp | 20.16%-20.2pp | 148.84%-148.8pp |
| Employer contribution / active EE | $4,007 | $5,393-25.7% | $4,672-14.2% | $4,248-5.7% |
| Participant deferral / active EE | $20,333 | $6,864+196.2% | $6,152+230.5% | $6,531+211.3% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |