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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 | $20,627 | $77,416-73.4% | $69,464-70.3% | $152,897-86.5% |
| Participation rate | 38.1% | 78.1%-40.0pp | 74.6%-36.5pp | 82.5%-44.4pp |
| Annual return | 21.33% | 39.08%-17.7pp | 28.98%-7.6pp | 345.43%-324.1pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,917 | $4,413-56.6% | $3,536-45.8% | $5,851-67.2% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |