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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 | $10,489 | $58,311-82.0% | $81,882-87.2% | $80,959-87.0% |
| Participation rate | 45.7% | 63.5%-17.8pp | 72.4%-26.7pp | 67.7%-22.0pp |
| Annual return | 18.91% | 41.85%-22.9pp | 779.47%-760.6pp | 35.67%-16.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,607 | $3,287-51.1% | $4,323-62.8% | $4,300-62.6% |
| Admin fee / account holder | $115 | $4,752-97.6% | $7,360-98.4% | $6,925-98.3% |