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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 | $28,220 | $91,179-69.0% | $178,499-84.2% | $79,852-64.7% |
| Participation rate | 62.5% | 69.2%-6.7pp | 81.9%-19.4pp | 69.6%-7.1pp |
| Annual return | 20.33% | 24.19%-3.9pp | 151.10%-130.8pp | 31.72%-11.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,138 | $3,236-3.0% | $5,202-39.7% | $3,740-16.1% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |