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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 | $28,076 | $77,707-63.9% | $70,160-60.0% | $139,466-79.9% |
| Participation rate | 55.6% | 83.1%-27.6pp | 78.8%-23.3pp | 80.3%-24.8pp |
| Annual return | 26.92% | 19.30%+7.6pp | 19.08%+7.8pp | 373.66%-346.7pp |
| Employer contribution / active EE | $0 | $4,986-100.0% | $4,285-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,333 | $6,443-48.3% | $5,394-38.2% | $6,712-50.3% |
| Admin fee / account holder | $0 | $5,397-100.0% | $4,582-100.0% | $11,409-100.0% |