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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 | $13,552 | $90,486-85.0% | $78,676-82.8% | $273,972-95.1% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 5.81% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $3,910 | $3,175+23.1% | $2,850+37.2% | $4,869-19.7% |
| Participant deferral / active EE | $4,611 | $3,901+18.2% | $3,517+31.1% | $5,287-12.8% |
| Admin fee / account holder | $74 | $5,263-98.6% | $4,510-98.4% | $10,133-99.3% |