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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 | $78,797 | $167,353-52.9% | $143,797-45.2% | $134,545-41.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | 0.42% | 0.48%-0.1pp | -0.04%+0.5pp | 418.37%-417.9pp |
| Employer contribution / active EE | $1,321 | $5,620-76.5% | $4,952-73.3% | $4,742-72.1% |
| Participant deferral / active EE | $6,000 | $6,447-6.9% | $5,638+6.4% | $6,401-6.3% |
| Admin fee / account holder | $31 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |