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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 | $9,070 | $102,338-91.1% | - | $158,982-94.3% |
| Participation rate | 66.7% | 71.6%-4.9pp | - | 82.0%-15.3pp |
| Annual return | 0.00% | 36.22%-36.2pp | - | 302.99%-303.0pp |
| Employer contribution / active EE | $1,076 | $3,757-71.4% | - | $4,763-77.4% |
| Participant deferral / active EE | $4,778 | $4,842-1.3% | - | $5,983-20.1% |
| Admin fee / account holder | $222 | $2,896-92.3% | - | $11,252-98.0% |