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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 | $40,990 | $100,901-59.4% | $75,501-45.7% | $147,586-72.2% |
| Participation rate | 22.2% | 77.1%-54.9pp | 72.4%-50.1pp | 82.8%-60.6pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $4,447 | $3,253+36.7% | $2,352+89.1% | $4,876-8.8% |
| Participant deferral / active EE | $4,667 | $4,027+15.9% | $3,142+48.5% | $5,439-14.2% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |