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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 | $27,515 | $75,541-63.6% | $152,093-81.9% | $82,637-66.7% |
| Participation rate | 24.4% | 66.5%-42.1pp | 77.8%-53.4pp | 68.1%-43.7pp |
| Annual return | 64.10% | 32.56%+31.5pp | 66.36%-2.3pp | 53.51%+10.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,338 | $3,206-58.2% | $5,451-75.4% | $4,126-67.6% |
| Admin fee / account holder | $134 | $6,405-97.9% | $14,497-99.1% | $7,339-98.2% |