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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 | $31,922 | $154,209-79.3% | $130,062-75.5% | $139,487-77.1% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.5%-33.5pp | 80.3%-35.3pp |
| Annual return | 12.60% | 32.52%-19.9pp | -137.37%+150.0pp | 373.84%-361.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,292 | $6,709-65.8% | $5,821-60.6% | $6,713-65.8% |
| Admin fee / account holder | $25 | $13,988-99.8% | $10,601-99.8% | $11,407-99.8% |