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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 | $8,684 | $67,823-87.2% | $52,425-83.4% | $137,256-93.7% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 18.21% | 219.11%-200.9pp | 302.12%-283.9pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $653 | $2,288-71.4% | $1,790-63.5% | $6,407-89.8% |
| Admin fee / account holder | $33 | $2,844-98.9% | $2,495-98.7% | $12,270-99.7% |