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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 | $42,691 | $100,147-57.4% | $81,286-47.5% | $145,877-70.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 12.31% | 34.44%-22.1pp | 24.80%-12.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,190 | $4,607-74.2% | $3,883-69.4% | $6,691-82.2% |
| Admin fee / account holder | $12 | $8,201-99.9% | $5,764-99.8% | $13,402-99.9% |