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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 | $15,954 | $100,262-84.1% | $81,370-80.4% | $145,897-89.1% |
| Participation rate | 5.6% | 74.3%-68.7pp | 69.5%-64.0pp | 80.3%-74.8pp |
| Annual return | 7.62% | 34.52%-26.9pp | 24.85%-17.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $143 | $8,163-98.2% | $5,749-97.5% | $13,390-98.9% |