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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 | $49,141 | $105,856-53.6% | $90,161-45.5% | $147,585-66.7% |
| Participation rate | 45.5% | 79.7%-34.3pp | 76.9%-31.4pp | 82.8%-37.4pp |
| Annual return | 20.51% | 37.63%-17.1pp | 34.89%-14.4pp | 578.58%-558.1pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,962 | $5,733-48.3% | $5,287-44.0% | $5,439-45.5% |
| Admin fee / account holder | $74 | $8,046-99.1% | $5,943-98.8% | $10,886-99.3% |