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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 | $87,166-91.4% | $76,735-90.2% | $137,256-94.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 0.00% | 26.50%-26.5pp | 29.77%-29.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,450 | $2,904-50.1% | $2,454-40.9% | $4,156-65.1% |
| Participant deferral / active EE | $3,161 | $4,726-33.1% | $4,088-22.7% | $6,407-50.7% |
| Admin fee / account holder | $8 | $8,403-99.9% | $7,189-99.9% | $12,270-99.9% |