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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 | $15,343 | $77,419-80.2% | $69,461-77.9% | $152,885-90.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 17.63% | 39.07%-21.4pp | 28.97%-11.3pp | 345.39%-327.8pp |
| Employer contribution / active EE | $2,582 | $3,315-22.1% | $2,779-7.1% | $4,763-45.8% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21 | $6,207-99.7% | $3,840-99.4% | $11,598-99.8% |