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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 | $26,459 | $58,311-54.6% | $81,882-67.7% | $80,959-67.3% |
| Participation rate | 16.3% | 63.5%-47.2pp | 72.4%-56.1pp | 67.7%-51.3pp |
| Annual return | 17.46% | 41.85%-24.4pp | 779.47%-762.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,438 | $3,287-56.2% | $4,323-66.7% | $4,300-66.6% |
| Admin fee / account holder | $228 | $4,752-95.2% | $7,360-96.9% | $6,925-96.7% |