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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 | $14,000 | $64,480-78.3% | - | $139,466-90.0% |
| Participation rate | 15.8% | 66.6%-50.8pp | - | 80.3%-64.5pp |
| Annual return | 0.00% | 4.96%-5.0pp | - | 373.66%-373.7pp |
| Employer contribution / active EE | $237 | $6,857-96.5% | - | $4,754-95.0% |
| Participant deferral / active EE | $1,974 | $2,915-32.3% | - | $6,712-70.6% |
| Admin fee / account holder | $0 | $3,931-100.0% | - | $11,409-100.0% |