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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 | $22,490 | $157,296-85.7% | $141,191-84.1% | $152,897-85.3% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 19.09% | 64.34%-45.2pp | 71.41%-52.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,291 | $7,111-11.5% | $6,710-6.2% | $5,851+7.5% |
| Admin fee / account holder | $18 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |