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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 | $33,851 | $48,364-30.0% | $71,796-52.9% | $62,881-46.2% |
| Participation rate | 38.1% | 60.6%-22.5pp | 69.1%-31.0pp | 69.3%-31.2pp |
| Annual return | 7.49% | 13.16%-5.7pp | 78.04%-70.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,144 | $2,091-45.3% | $2,794-59.1% | $3,203-64.3% |
| Admin fee / account holder | $189 | $3,771-95.0% | $4,815-96.1% | $4,296-95.6% |