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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 | $18,171 | $64,252-71.7% | - | $139,456-87.0% |
| Participation rate | 11.1% | 66.3%-55.2pp | - | 80.3%-69.2pp |
| Annual return | 0.00% | 4.96%-5.0pp | - | 373.45%-373.4pp |
| Employer contribution / active EE | $746 | $6,851-89.1% | - | $4,753-84.3% |
| Participant deferral / active EE | $1,272 | $2,945-56.8% | - | $6,711-81.1% |
| Admin fee / account holder | $0 | $3,908-100.0% | - | $11,407-100.0% |