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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 | $32,192 | $84,236-61.8% | $170,435-81.1% | $70,126-54.1% |
| Participation rate | 47.9% | 70.8%-22.9pp | 83.6%-35.7pp | 69.5%-21.6pp |
| Annual return | 17.07% | 23.06%-6.0pp | 205.94%-188.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,450 | $3,086-53.0% | $4,939-70.6% | $3,332-56.5% |
| Admin fee / account holder | $171 | $5,698-97.0% | $13,881-98.8% | $4,645-96.3% |