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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 | $23,886 | $117,829-79.7% | $102,423-76.7% | $145,877-83.6% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 12.95% | 31.83%-18.9pp | 29.42%-16.5pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,634 | $5,732-54.1% | $5,054-47.9% | $6,691-60.6% |
| Admin fee / account holder | $168 | $13,335-98.7% | $9,455-98.2% | $13,402-98.7% |