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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 | $93,905 | $95,193-1.4% | $76,523+22.7% | $135,377-30.6% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.75%-519.8pp |
| Employer contribution / active EE | $204 | $3,302-93.8% | $2,647-92.3% | $4,779-95.7% |
| Participant deferral / active EE | $1,402 | $4,639-69.8% | $3,835-63.5% | $5,609-75.0% |
| Admin fee / account holder | $5 | $6,249-99.9% | $4,848-99.9% | $10,828-100.0% |