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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 | $110,286-42.4% | $96,569-34.2% | $139,427-54.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 19.10% | 26.39%-7.3pp | 25.87%-6.8pp | 373.27%-354.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $12,627 | $5,546+127.7% | $4,851+160.3% | $6,711+88.2% |
| Admin fee / account holder | $167 | $11,592-98.6% | $8,251-98.0% | $11,404-98.5% |