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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 | $24,921 | $107,809-76.9% | $97,032-74.3% | $155,188-83.9% |
| Participation rate | 12.5% | 75.5%-63.0pp | 71.6%-59.1pp | 80.8%-68.3pp |
| Annual return | 14.59% | 38.06%-23.5pp | 35.38%-20.8pp | 148.84%-134.3pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $104 | $10,717-99.0% | $9,418-98.9% | $14,480-99.3% |