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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 | $25,836 | $167,362-84.6% | $143,799-82.0% | $134,532-80.8% |
| 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 | $3,000 | $5,620-46.6% | $4,952-39.4% | $4,741-36.7% |
| Participant deferral / active EE | $10,250 | $6,447+59.0% | $5,638+81.8% | $6,401+60.1% |
| Admin fee / account holder | $5 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |