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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 | $16,220 | $77,908-79.2% | $149,696-89.2% | $75,173-78.4% |
| Participation rate | 14.0% | 65.6%-51.6pp | 78.8%-64.8pp | 67.2%-53.3pp |
| Annual return | 31.20% | 31.73%-0.5pp | 134.46%-103.3pp | 160.72%-129.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,470 | $3,411-56.9% | $5,682-74.1% | $4,126-64.4% |
| Admin fee / account holder | $146 | $5,950-97.5% | $13,212-98.9% | $5,651-97.4% |