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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 | $18,156 | $183,592-90.1% | $155,574-88.3% | $145,877-87.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 12.62% | 61.37%-48.8pp | 64.87%-52.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,603 | $6,466-44.3% | $5,629-36.0% | $6,691-46.1% |
| Admin fee / account holder | $96 | $19,316-99.5% | $15,914-99.4% | $13,402-99.3% |