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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 | $25,092 | $127,387-80.3% | $115,038-78.2% | $125,389-80.0% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,347 | $5,166-73.9% | $4,608-70.8% | $4,866-72.3% |
| Participant deferral / active EE | $3,409 | $6,423-46.9% | $6,026-43.4% | $5,352-36.3% |
| Admin fee / account holder | $82 | $9,516-99.1% | $8,175-99.0% | $9,541-99.1% |