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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 | $20,116 | $103,008-80.5% | $90,304-77.7% | $152,897-86.8% |
| Participation rate | 22.7% | 75.9%-53.1pp | 73.3%-50.5pp | 82.5%-59.7pp |
| Annual return | 14.04% | 95.22%-81.2pp | 78.13%-64.1pp | 345.43%-331.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,234 | $4,281-71.2% | $3,885-68.2% | $5,851-78.9% |
| Admin fee / account holder | $26 | $6,175-99.6% | $5,354-99.5% | $11,599-99.8% |