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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 | $39,066 | $103,392-62.2% | $87,104-55.2% | $152,897-74.4% |
| Participation rate | 33.3% | 79.4%-46.0pp | 76.9%-43.5pp | 82.5%-49.1pp |
| Annual return | 26.19% | 28.10%-1.9pp | 28.19%-2.0pp | 345.43%-319.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,844 | $4,778-61.4% | $4,048-54.5% | $5,851-68.5% |
| Admin fee / account holder | $41 | $12,194-99.7% | $7,491-99.5% | $11,599-99.6% |