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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 | $34,690 | $157,829-78.0% | $136,867-74.7% | $198,609-82.5% |
| Participation rate | 31.3% | 77.2%-45.9pp | 74.5%-43.3pp | 82.4%-51.1pp |
| Annual return | 18.80% | 51.25%-32.4pp | 42.97%-24.2pp | 202.70%-183.9pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,108 | $5,463-24.8% | $4,924-16.6% | $6,977-41.1% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |