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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 | $34,013 | $50,554-32.7% | $67,681-49.7% | $87,485-61.1% |
| Participation rate | 27.0% | 67.7%-40.7pp | 73.7%-46.7pp | 68.9%-41.9pp |
| Annual return | 18.89% | 17.81%+1.1pp | 590.58%-571.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,811 | $2,961-38.8% | $3,976-54.4% | $4,274-57.6% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |