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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 | $19,052 | $124,330-84.7% | $109,173-82.5% | $167,536-88.6% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $854 | $4,209-79.7% | $3,723-77.1% | $4,839-82.4% |
| Participant deferral / active EE | $8,470 | $5,256+61.1% | $4,654+82.0% | $6,342+33.6% |
| Admin fee / account holder | $89 | $7,974-98.9% | $6,755-98.7% | $12,315-99.3% |