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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 | $24,288 | $103,387-76.5% | $87,102-72.1% | $152,885-84.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 16.42% | 28.10%-11.7pp | 28.19%-11.8pp | 345.39%-329.0pp |
| Employer contribution / active EE | $4,864 | $3,221+51.0% | $2,521+92.9% | $4,763+2.1% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $101 | $12,193-99.2% | $7,491-98.7% | $11,598-99.1% |