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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 | $20,139 | $113,338-82.2% | $94,993-78.8% | $147,586-86.4% |
| Participation rate | 45.8% | 78.0%-32.1pp | 73.9%-28.1pp | 82.8%-37.0pp |
| Annual return | 18.13% | 20.80%-2.7pp | 27.14%-9.0pp | 578.59%-560.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $961 | $3,777-74.5% | $3,317-71.0% | $5,439-82.3% |
| Admin fee / account holder | $220 | $6,063-96.4% | $4,960-95.6% | $10,886-98.0% |