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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 | $22,341 | $67,396-66.9% | $60,919-63.3% | $134,545-83.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.1%-10.6pp | 81.2%-18.7pp |
| Annual return | 12.81% | 50.12%-37.3pp | 16.96%-4.2pp | 418.37%-405.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,947 | $4,534-35.0% | $3,814-22.7% | $6,401-54.0% |
| Admin fee / account holder | $229 | $4,590-95.0% | $3,228-92.9% | $11,431-98.0% |