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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 | $35,749 | $89,259-59.9% | $107,187-66.6% | $82,637-56.7% |
| Participation rate | 51.4% | 67.9%-16.6pp | 75.0%-23.7pp | 68.1%-16.7pp |
| Annual return | 14.70% | 21.02%-6.3pp | 204.55%-189.8pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,487 | $4,037-38.4% | $5,096-51.2% | $4,126-39.7% |
| Admin fee / account holder | $201 | $7,381-97.3% | $9,162-97.8% | $7,339-97.3% |