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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 | $78,690-65.0% | $161,489-83.0% | $87,485-68.5% |
| Participation rate | 24.4% | 67.5%-43.1pp | 78.7%-54.3pp | 68.9%-44.5pp |
| Annual return | 64.10% | 32.74%+31.4pp | 89.72%-25.6pp | 26.06%+38.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,338 | $3,311-59.6% | $5,630-76.2% | $4,274-68.7% |
| Admin fee / account holder | $134 | $6,724-98.0% | $16,006-99.2% | $7,775-98.3% |