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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 | $19,406 | $95,193-79.6% | $76,523-74.6% | $135,382-85.7% |
| Participation rate | 10.0% | 74.4%-64.4pp | 68.0%-58.0pp | 82.6%-72.6pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.77%-519.8pp |
| Employer contribution / active EE | $250 | $3,302-92.4% | $2,647-90.5% | $4,779-94.8% |
| Participant deferral / active EE | $1,795 | $4,639-61.3% | $3,835-53.2% | $5,609-68.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,829-100.0% |