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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 | $59,393 | $77,814-23.7% | $158,223-62.5% | $86,983-31.7% |
| Participation rate | 16.0% | 68.4%-52.4pp | 79.2%-63.2pp | 69.5%-53.5pp |
| Annual return | 19.75% | 30.54%-10.8pp | 52.09%-32.3pp | 25.83%-6.1pp |
| Employer contribution / active EE | $674 | $2,592-74.0% | $4,109-83.6% | $2,584-73.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |