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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 | $16,629 | $53,837-69.1% | $75,717-78.0% | $85,856-80.6% |
| Participation rate | 63.0% | 69.1%-6.1pp | 74.8%-11.9pp | 69.3%-6.4pp |
| Annual return | 21.42% | 24.54%-3.1pp | 104.58%-83.2pp | 318.58%-297.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,096 | $2,895+41.5% | $3,821+7.2% | $3,952+3.6% |
| Admin fee / account holder | $0 | $3,341-100.0% | $3,619-100.0% | $6,261-100.0% |