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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 | $22,591 | $160,040-85.9% | $147,096-84.6% | $145,877-84.5% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 12.15% | 98.49%-86.3pp | 419.75%-407.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,819 | $8,429-66.6% | $8,071-65.1% | $6,691-57.9% |
| Admin fee / account holder | $183 | $15,050-98.8% | $13,005-98.6% | $13,402-98.6% |