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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 | $48,034 | $97,881-50.9% | $80,004-40.0% | $125,389-61.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 73.0%-23.0pp | 83.2%-33.2pp |
| Annual return | 0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $477 | $3,128-84.7% | $2,473-80.7% | $4,866-90.2% |
| Participant deferral / active EE | $8,082 | $3,744+115.8% | $3,204+152.3% | $5,352+51.0% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |