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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 | $21,669 | $127,296-83.0% | $109,907-80.3% | $167,536-87.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 18.34% | 22.97%-4.6pp | 29.46%-11.1pp | 478.82%-460.5pp |
| Employer contribution / active EE | $1,125 | $3,325-66.2% | $2,844-60.4% | $4,839-76.8% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |