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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 | $21,495 | $176,402-87.8% | $134,162-84.0% | $158,982-86.5% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 20.30% | 63.66%-43.4pp | 36.35%-16.0pp | 302.99%-282.7pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,714 | $4,093-58.1% | $3,500-51.0% | $5,983-71.3% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |