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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 | $22,535 | $86,701-74.0% | $73,309-69.3% | $125,388-82.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,440 | $5,549-38.0% | $4,991-31.1% | $5,352-35.7% |
| Admin fee / account holder | $30 | $7,768-99.6% | $5,635-99.5% | $9,541-99.7% |