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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 | $13,454 | $172,111-92.2% | $150,298-91.0% | $137,256-90.2% |
| Participation rate | 11.1% | 81.7%-70.6pp | 77.8%-66.6pp | 80.0%-68.8pp |
| Annual return | 20.96% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $54 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |