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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 | $23,283 | $103,008-77.4% | $90,304-74.2% | $152,897-84.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 21.20% | 95.22%-74.0pp | 78.13%-56.9pp | 345.43%-324.2pp |
| Employer contribution / active EE | $1,654 | $3,139-47.3% | $2,855-42.1% | $4,764-65.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |