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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 | $28,331 | $89,370-68.3% | $141,197-79.9% | $72,976-61.2% |
| Participation rate | 45.2% | 75.1%-30.0pp | 82.5%-37.3pp | 69.5%-24.3pp |
| Annual return | 23.15% | 111.88%-88.7pp | 71.41%-48.3pp | 81.02%-57.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,447 | $5,419-54.8% | $6,710-63.5% | $3,608-32.2% |
| Admin fee / account holder | $252 | $5,957-95.8% | $10,265-97.5% | $5,124-95.1% |