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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 | $44,349 | $58,258-23.9% | $81,820-45.8% | $80,925-45.2% |
| Participation rate | 12.8% | 63.5%-50.6pp | 72.4%-59.6pp | 67.7%-54.8pp |
| Annual return | 21.58% | 41.76%-20.2pp | 777.93%-756.4pp | 35.65%-14.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,109 | $3,284-66.2% | $4,323-74.4% | $4,299-74.2% |
| Admin fee / account holder | $86 | $4,976-98.3% | $7,391-98.8% | $6,940-98.8% |