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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 | $24,647 | $102,638-76.0% | $81,991-69.9% | $158,966-84.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 14.29% | 61.05%-46.8pp | 41.31%-27.0pp | 302.95%-288.7pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,125 | $4,649-11.3% | $3,722+10.8% | $5,983-31.1% |
| Admin fee / account holder | $30 | $8,237-99.6% | $5,665-99.5% | $11,250-99.7% |