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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 | $32,195 | $45,050-28.5% | $63,018-48.9% | $70,126-54.1% |
| Participation rate | 37.9% | 69.5%-31.6pp | 74.8%-36.9pp | 69.5%-31.6pp |
| Annual return | 37.46% | 18.76%+18.7pp | 87.62%-50.2pp | 73.15%-35.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,785 | $2,466-27.6% | $3,330-46.4% | $3,332-46.4% |
| Admin fee / account holder | $133 | $2,834-95.3% | $3,601-96.3% | $4,645-97.1% |