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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 | $18,757 | $176,402-89.4% | $134,162-86.0% | $158,982-88.2% |
| Participation rate | 23.8% | 78.7%-54.9pp | 72.2%-48.4pp | 82.0%-58.2pp |
| Annual return | 25.37% | 63.66%-38.3pp | 36.35%-11.0pp | 302.99%-277.6pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $398 | $4,093-90.3% | $3,500-88.6% | $5,983-93.3% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |