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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 | $17,901 | $65,083-72.5% | $143,788-87.6% | $66,930-73.3% |
| Participation rate | 23.0% | 65.2%-42.2pp | 80.3%-57.3pp | 69.8%-46.8pp |
| Annual return | 52.43% | -11.13%+63.6pp | -0.03%+52.5pp | 1.57%+50.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,681 | $2,920-42.4% | $5,638-70.2% | $4,238-60.3% |
| Admin fee / account holder | $43 | $502-91.4% | $14,675-99.7% | $593-92.7% |