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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 | $19,298 | $84,518-77.2% | $67,704-71.5% | $125,389-84.6% |
| Participation rate | 69.6% | 74.8%-5.2pp | 67.5%+2.0pp | 83.2%-13.6pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,277 | $3,292-0.5% | $2,559+28.0% | $4,866-32.7% |
| Participant deferral / active EE | $2,109 | $4,430-52.4% | $3,585-41.2% | $5,352-60.6% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |