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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 | $110,517-96.0% | - | $145,959-97.0% |
| Participation rate | 60.0% | 68.2%-8.2pp | - | 80.3%-20.3pp |
| Annual return | 0.00% | 17.64%-17.6pp | - | 561.95%-561.9pp |
| Employer contribution / active EE | $893 | $5,676-84.3% | - | $4,661-80.8% |
| Participant deferral / active EE | $1,793 | $5,565-67.8% | - | $6,689-73.2% |
| Admin fee / account holder | $82 | $6,295-98.7% | - | $13,398-99.4% |