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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 | $28,693 | $96,491-70.3% | $75,894-62.2% | $152,885-81.2% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.3%-44.3pp | 82.5%-57.5pp |
| Annual return | 16.68% | 33.98%-17.3pp | 30.76%-14.1pp | 345.39%-328.7pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15 | $8,079-99.8% | $5,420-99.7% | $11,598-99.9% |