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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 | $16,014 | $172,111-90.7% | $150,298-89.3% | $137,256-88.3% |
| Participation rate | 52.9% | 81.7%-28.8pp | 77.8%-24.8pp | 80.0%-27.0pp |
| Annual return | 18.81% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,340 | $6,166-29.6% | $5,453-20.4% | $6,407-32.3% |
| Admin fee / account holder | $216 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |