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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 | $61,211 | $64,311-4.8% | $57,356+6.7% | $125,389-51.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 83.2%-20.7pp |
| Annual return | 24.47% | 25.14%-0.7pp | 24.41%+0.1pp | 282.24%-257.8pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,836 | $3,846+103.7% | $3,162+147.8% | $5,352+46.4% |
| Admin fee / account holder | $43 | $5,243-99.2% | $3,357-98.7% | $9,541-99.5% |