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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 | $18,439 | $69,541-73.5% | $59,899-69.2% | $135,380-86.4% |
| Participation rate | 36.8% | 77.8%-41.0pp | 74.7%-37.9pp | 82.6%-45.8pp |
| Annual return | 0.00% | 7.95%-7.9pp | 3.46%-3.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,725 | $3,236+15.1% | $2,723+36.8% | $4,779-22.1% |
| Participant deferral / active EE | $3,829 | $4,206-9.0% | $3,402+12.5% | $5,609-31.7% |
| Admin fee / account holder | $76 | $5,737-98.7% | $3,592-97.9% | $10,828-99.3% |