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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 | $69,598 | $127,273-45.3% | $109,895-36.7% | $167,518-58.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 14.03% | 22.97%-8.9pp | 29.46%-15.4pp | 478.71%-464.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,956 | $4,515-56.7% | $4,049-51.7% | $6,342-69.2% |
| Admin fee / account holder | $5 | $7,117-99.9% | $6,067-99.9% | $12,312-100.0% |