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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 | $26,032 | $167,353-84.4% | $143,797-81.9% | $134,545-80.7% |
| Participation rate | 23.5% | 84.8%-61.3pp | 80.3%-56.8pp | 81.2%-57.7pp |
| Annual return | -1.80% | 0.48%-2.3pp | -0.04%-1.8pp | 418.37%-420.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,789 | $6,447-41.2% | $5,638-32.8% | $6,401-40.8% |
| Admin fee / account holder | $17 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |