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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 | $88,672-59.7% | $105,223-66.0% | $82,448-56.6% |
| Participation rate | 51.4% | 67.9%-16.6pp | 75.0%-23.7pp | 68.1%-16.7pp |
| Annual return | 14.70% | 30.86%-16.2pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,487 | $4,036-38.4% | $5,072-51.0% | $4,139-39.9% |
| Admin fee / account holder | $201 | $7,146-97.2% | $8,859-97.7% | $7,234-97.2% |