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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 | $41,556 | $165,939-75.0% | $122,354-66.0% | $147,586-71.8% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 20.87% | 34.56%-13.7pp | 30.28%-9.4pp | 578.59%-557.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,356 | $4,005-66.1% | $3,287-58.7% | $5,439-75.1% |
| Admin fee / account holder | $159 | $7,425-97.9% | $5,479-97.1% | $10,886-98.5% |