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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 | $29,981 | $75,962-60.5% | $154,108-80.5% | $64,173-53.3% |
| Participation rate | 58.1% | 70.4%-12.4pp | 83.0%-25.0pp | 69.6%-11.5pp |
| Annual return | 7.29% | 30.32%-23.0pp | 735.21%-727.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,906 | $3,175-8.5% | $5,081-42.8% | $3,470-16.2% |
| Admin fee / account holder | $47 | $5,589-99.2% | $13,411-99.7% | $4,887-99.0% |