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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 | $23,873 | $88,672-73.1% | $105,223-77.3% | $82,448-71.0% |
| Participation rate | 48.6% | 67.9%-19.3pp | 75.0%-26.4pp | 68.1%-19.4pp |
| Annual return | 26.13% | 30.86%-4.7pp | 180.65%-154.5pp | 41.64%-15.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,058 | $4,036+0.5% | $5,072-20.0% | $4,139-2.0% |
| Admin fee / account holder | $174 | $7,146-97.6% | $8,859-98.0% | $7,234-97.6% |