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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 | $28,752 | $167,522-82.8% | $151,639-81.0% | $134,532-78.6% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,354 | $6,828-50.9% | $6,165-45.6% | $4,741-29.2% |
| Participant deferral / active EE | $14,135 | $8,986+57.3% | $8,363+69.0% | $6,401+120.8% |
| Admin fee / account holder | $10 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |