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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 | $18,655 | $106,267-82.4% | $96,520-80.7% | $139,456-86.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 18.02% | 38.45%-20.4pp | 35.72%-17.7pp | 373.45%-355.4pp |
| Employer contribution / active EE | $3,256 | $4,105-20.7% | $3,739-12.9% | $4,753-31.5% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $275 | $7,882-96.5% | $6,733-95.9% | $11,407-97.6% |