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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 | $62,752 | $176,402-64.4% | $134,162-53.2% | $158,982-60.5% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.9pp | 82.0%-48.6pp |
| Annual return | 3.90% | 63.66%-59.8pp | 36.35%-32.4pp | 302.99%-299.1pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,185 | $4,093-46.6% | $3,500-37.6% | $5,983-63.5% |
| Admin fee / account holder | $136 | $8,719-98.4% | $6,685-98.0% | $11,252-98.8% |