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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 | $33,449 | $176,786-81.1% | $146,643-77.2% | $167,536-80.0% |
| Participation rate | 63.2% | 83.6%-20.5pp | 80.1%-16.9pp | 82.1%-19.0pp |
| Annual return | 13.57% | 24.04%-10.5pp | 22.75%-9.2pp | 478.82%-465.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,302 | $6,440-64.3% | $5,506-58.2% | $6,342-63.7% |
| Admin fee / account holder | $47 | $13,262-99.6% | $10,280-99.5% | $12,315-99.6% |