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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 | $27,173 | $51,642-47.4% | $129,384-79.0% | $80,935-66.4% |
| Participation rate | 7.1% | 56.9%-49.9pp | 69.6%-62.6pp | 67.7%-60.6pp |
| Annual return | 11.90% | 20.78%-8.9pp | 9461.77%-9449.9pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $844 | $2,670-68.4% | $4,166-79.7% | $4,299-80.4% |
| Admin fee / account holder | $90 | $4,312-97.9% | $7,686-98.8% | $6,924-98.7% |