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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 | $34,542 | $85,171-59.4% | $172,753-80.0% | $72,976-52.7% |
| Participation rate | 42.4% | 70.1%-27.7pp | 82.6%-40.3pp | 69.5%-27.1pp |
| Annual return | 23.07% | 27.32%-4.3pp | 803.00%-779.9pp | 81.02%-57.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,510 | $3,260-53.7% | $5,198-70.9% | $3,608-58.1% |
| Admin fee / account holder | $247 | $5,880-95.8% | $13,956-98.2% | $5,124-95.2% |