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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 | $59,922 | $97,020-38.2% | $83,327-28.1% | $135,380-55.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,935 | $4,144-53.3% | $3,379-42.7% | $4,779-59.5% |
| Participant deferral / active EE | $6,203 | $5,964+4.0% | $5,565+11.5% | $5,609+10.6% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |