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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 | $24,640 | $110,410-77.7% | $102,437-75.9% | $145,897-83.1% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.8pp |
| Annual return | 10.41% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,413 | $5,622-57.1% | $5,060-52.3% | $6,689-63.9% |
| Admin fee / account holder | $10 | $9,745-99.9% | $8,388-99.9% | $13,390-99.9% |