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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 | $26,727 | $89,367-70.1% | $141,191-81.1% | $72,975-63.4% |
| Participation rate | 64.6% | 75.1%-10.6pp | 82.5%-17.9pp | 69.5%-4.9pp |
| Annual return | 68.75% | 111.87%-43.1pp | 71.41%-2.7pp | 81.01%-12.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,148 | $5,419+50.4% | $6,710+21.4% | $3,608+125.8% |
| Admin fee / account holder | $29 | $5,957-99.5% | $10,264-99.7% | $5,124-99.4% |