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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 | $18,947 | $167,362-88.7% | $143,799-86.8% | $134,532-85.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,395 | $5,620-75.2% | $4,952-71.8% | $4,741-70.6% |
| Participant deferral / active EE | $9,750 | $6,447+51.2% | $5,638+72.9% | $6,401+52.3% |
| Admin fee / account holder | $235 | $18,094-98.7% | $14,677-98.4% | $11,429-97.9% |