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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 | $12,948 | $112,729-88.5% | $98,716-86.9% | $137,256-90.6% |
| Participation rate | 8.3% | 74.2%-65.9pp | 69.3%-61.0pp | 80.0%-71.6pp |
| Annual return | 18.59% | 38.48%-19.9pp | 31.81%-13.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |