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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 | $69,118-87.4% | $53,647-83.8% | $138,895-93.7% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 18.21% | 248.26%-230.1pp | 358.33%-340.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $653 | $2,274-71.3% | $1,813-64.0% | $6,396-89.8% |
| Admin fee / account holder | $33 | $2,724-98.8% | $2,460-98.7% | $12,562-99.7% |