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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 | $17,422 | $96,524-82.0% | $75,900-77.0% | $152,909-88.6% |
| Participation rate | 42.9% | 76.2%-33.3pp | 69.3%-26.4pp | 82.5%-39.6pp |
| Annual return | 35.75% | 33.93%+1.8pp | 30.73%+5.0pp | 345.46%-309.7pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,350 | $4,554-26.4% | $3,604-7.0% | $5,851-42.7% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |