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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 | $63,556 | $110,240-42.3% | $96,544-34.2% | $139,487-54.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 19.10% | 26.41%-7.3pp | 25.88%-6.8pp | 373.84%-354.7pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,627 | $5,549+127.6% | $4,851+160.3% | $6,713+88.1% |
| Admin fee / account holder | $167 | $11,602-98.6% | $8,254-98.0% | $11,407-98.5% |