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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 | $26,231 | $93,346-71.9% | $71,796-63.5% | $273,972-90.4% |
| Participation rate | 55.6% | 76.5%-21.0pp | 69.1%-13.6pp | 83.0%-27.5pp |
| Annual return | 10.39% | 130.39%-120.0pp | 78.04%-67.6pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,582 | $2,733-42.1% | $1,924-17.8% | $4,869-67.5% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20 | $6,571-99.7% | $4,815-99.6% | $10,133-99.8% |