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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 | $13,140 | $57,305-77.1% | $86,640-84.8% | $75,173-82.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 21.61% | 2674.24%-2652.6pp | 592.52%-570.9pp | 160.72%-139.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,562 | $3,320+7.3% | $4,438-19.8% | $4,126-13.7% |
| Admin fee / account holder | $180 | $4,116-95.6% | $5,616-96.8% | $5,651-96.8% |