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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 | $28,639 | $176,402-83.8% | $134,162-78.7% | $158,966-82.0% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 10.53% | 63.66%-53.1pp | 36.35%-25.8pp | 302.95%-292.4pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,547 | $4,093-37.8% | $3,500-27.2% | $5,983-57.4% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,250-99.8% |