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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 | $20,822 | $183,627-88.7% | $155,602-86.6% | $145,978-85.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.95% | 61.32%-48.4pp | 64.81%-51.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $1,735 | $5,316-67.4% | $4,675-62.9% | $4,662-62.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |