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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 | $28,271 | $165,939-83.0% | $122,354-76.9% | $147,586-80.8% |
| Participation rate | 20.0% | 79.6%-59.6pp | 71.6%-51.6pp | 82.8%-62.8pp |
| Annual return | 12.94% | 34.56%-21.6pp | 30.28%-17.3pp | 578.59%-565.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,540 | $4,005-61.5% | $3,287-53.1% | $5,439-71.7% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |