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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 | $42,886 | $100,139-57.2% | $85,187-49.7% | $145,884-70.6% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 10.49% | 84.15%-73.7pp | 66.67%-56.2pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,583 | $5,296-13.4% | $4,525+1.3% | $6,690-31.5% |
| Admin fee / account holder | $232 | $7,262-96.8% | $6,162-96.2% | $13,392-98.3% |