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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 | $29,453 | $75,962-61.2% | $154,108-80.9% | $64,173-54.1% |
| Participation rate | 45.2% | 70.4%-25.3pp | 83.0%-37.9pp | 69.6%-24.4pp |
| Annual return | 21.31% | 30.32%-9.0pp | 735.21%-713.9pp | 7.63%+13.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,336 | $3,175-57.9% | $5,081-73.7% | $3,470-61.5% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |