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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 | $28,166 | $81,632-65.5% | $70,455-60.0% | $158,931-82.3% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 4.85% | 208.48%-203.6pp | 109.06%-104.2pp | 302.86%-298.0pp |
| Employer contribution / active EE | $1,654 | $3,217-48.6% | $2,737-39.6% | $4,761-65.3% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,247-100.0% |