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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 | $7,525 | $88,996-91.5% | $78,004-90.4% | $138,895-94.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 0.00% | 28.03%-28.0pp | 31.07%-31.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,450 | $2,917-50.3% | $2,469-41.3% | $4,194-65.4% |
| Participant deferral / active EE | $3,161 | $4,724-33.1% | $4,092-22.8% | $6,396-50.6% |
| Admin fee / account holder | $8 | $8,807-99.9% | $7,578-99.9% | $12,562-99.9% |