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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 | $42,551 | $77,920-45.4% | $149,723-71.6% | $75,177-43.4% |
| Participation rate | 47.3% | 65.6%-18.3pp | 78.8%-31.5pp | 67.2%-19.9pp |
| Annual return | 21.35% | 31.72%-10.4pp | 134.50%-113.1pp | 160.75%-139.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,474 | $3,411-27.5% | $5,682-56.5% | $4,126-40.1% |
| Admin fee / account holder | $238 | $5,951-96.0% | $13,215-98.2% | $5,651-95.8% |