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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 | $39,192 | $167,504-76.6% | $151,628-74.2% | $134,509-70.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,375 | $6,828-50.6% | $6,165-45.3% | $4,741-28.8% |
| Participant deferral / active EE | $4,575 | $8,985-49.1% | $8,363-45.3% | $6,400-28.5% |
| Admin fee / account holder | $47 | $13,779-99.7% | $11,613-99.6% | $11,427-99.6% |