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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 | $28,504 | $149,679-81.0% | $117,039-75.6% | $147,586-80.7% |
| Participation rate | 25.0% | 83.5%-58.5pp | 77.2%-52.2pp | 82.8%-57.8pp |
| Annual return | 14.87% | 19.31%-4.4pp | 18.95%-4.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,506 | $4,912-49.0% | $3,929-36.2% | $5,439-53.9% |
| Admin fee / account holder | $18 | $7,856-99.8% | $5,974-99.7% | $10,886-99.8% |