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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 | $14,391 | $77,638-81.5% | $156,551-90.8% | $62,881-77.1% |
| Participation rate | 34.3% | 71.2%-36.9pp | 84.0%-49.7pp | 69.3%-35.0pp |
| Annual return | 8.12% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,844 | $3,046-39.5% | $4,871-62.2% | $3,203-42.4% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |