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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 | $28,998 | $110,379-73.7% | $102,412-71.7% | $145,884-80.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 18.65% | 24.84%-6.2pp | 24.94%-6.3pp | 551.85%-533.2pp |
| Employer contribution / active EE | $2,335 | $4,216-44.6% | $3,870-39.7% | $4,662-49.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $60 | $9,745-99.4% | $8,388-99.3% | $13,392-99.5% |