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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 | $29,747 | $107,809-72.4% | $97,032-69.3% | $155,188-80.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 17.93% | 38.06%-20.1pp | 35.38%-17.5pp | 148.84%-130.9pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,000 | $5,129-41.5% | $4,672-35.8% | $6,531-54.1% |
| Admin fee / account holder | $111 | $10,717-99.0% | $9,418-98.8% | $14,480-99.2% |