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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 | $48,132 | $95,188-49.4% | $76,518-37.1% | $135,380-64.4% |
| Participation rate | 15.4% | 74.4%-59.0pp | 68.0%-52.6pp | 82.6%-67.3pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,308 | $3,303+0.2% | $2,647+24.9% | $4,779-30.8% |
| Participant deferral / active EE | $4,113 | $4,640-11.3% | $3,836+7.2% | $5,609-26.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |