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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 | $16,875 | $86,701-80.5% | $73,309-77.0% | $125,388-86.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $522 | $4,152-87.4% | $3,237-83.9% | $4,866-89.3% |
| Participant deferral / active EE | $2,961 | $5,549-46.7% | $4,991-40.7% | $5,352-44.7% |
| Admin fee / account holder | $18 | $7,768-99.8% | $5,635-99.7% | $9,541-99.8% |