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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 | $8,455 | $25,972-67.4% | - | $72,975-88.4% |
| Participation rate | 67.3% | 52.8%+14.6pp | - | 69.5%-2.1pp |
| Annual return | 0.00% | 20.47%-20.5pp | - | 81.01%-81.0pp |
| Employer contribution / active EE | $1,076 | $2,171-50.5% | - | $2,440-55.9% |
| Participant deferral / active EE | $2,215 | $2,560-13.5% | - | $3,608-38.6% |
| Admin fee / account holder | $7 | $2,104-99.7% | - | $5,124-99.9% |