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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 | $42,909 | $51,638-16.9% | $68,368-37.2% | $82,448-48.0% |
| Participation rate | 42.9% | 63.6%-20.8pp | 73.8%-30.9pp | 68.1%-25.2pp |
| Annual return | 13.84% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,549 | $2,047-24.3% | $2,649-41.5% | $2,551-39.3% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8 | $4,643-99.8% | $5,150-99.8% | $7,234-99.9% |