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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 | $54,901 | $95,580-42.6% | $76,872-28.6% | $139,466-60.6% |
| Participation rate | 56.5% | 74.0%-17.4pp | 69.6%-13.1pp | 80.3%-23.8pp |
| Annual return | 15.86% | 55.00%-39.1pp | 37.90%-22.0pp | 373.66%-357.8pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,397 | $4,623-69.8% | $3,832-63.5% | $6,712-79.2% |
| Admin fee / account holder | $16 | $8,302-99.8% | $5,476-99.7% | $11,409-99.9% |