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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 | $52,747 | $69,248-23.8% | $64,101-17.7% | $139,466-62.2% |
| Participation rate | 52.6% | 75.6%-23.0pp | 72.3%-19.7pp | 80.3%-27.7pp |
| Annual return | 21.79% | 45.95%-24.2pp | 33.72%-11.9pp | 373.66%-351.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,358 | $4,682-28.3% | $3,881-13.5% | $6,712-50.0% |
| Admin fee / account holder | $264 | $4,247-93.8% | $3,070-91.4% | $11,409-97.7% |