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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 | $14,714 | $78,988-81.4% | - | $273,968-94.6% |
| Participation rate | 44.4% | 74.5%-30.0pp | - | 83.0%-38.6pp |
| Annual return | 0.00% | 18.48%-18.5pp | - | 41.45%-41.5pp |
| Employer contribution / active EE | $2,180 | $4,066-46.4% | - | $4,869-55.2% |
| Participant deferral / active EE | $4,332 | $3,397+27.5% | - | $5,287-18.1% |
| Admin fee / account holder | $3 | $13,270-100.0% | - | $10,132-100.0% |