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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 | $117,895-79.7% | $102,460-76.7% | $145,897-83.6% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 12.95% | 31.92%-19.0pp | 29.47%-16.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,634 | $5,736-54.1% | $5,056-47.9% | $6,689-60.6% |
| Admin fee / account holder | $168 | $13,353-98.7% | $9,460-98.2% | $13,390-98.7% |