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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 | $4,441 | $111,233-96.0% | - | $145,978-97.0% |
| Participation rate | 60.0% | 68.6%-8.6pp | - | 80.3%-20.3pp |
| Annual return | 0.00% | 21.25%-21.3pp | - | 550.52%-550.5pp |
| Employer contribution / active EE | $893 | $5,741-84.5% | - | $4,662-80.9% |
| Participant deferral / active EE | $1,793 | $5,626-68.1% | - | $6,690-73.2% |
| Admin fee / account holder | $82 | $6,147-98.7% | - | $13,400-99.4% |