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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 | $27,693 | $48,314-42.7% | $67,561-59.0% | $80,925-65.8% |
| Participation rate | 62.2% | 66.4%-4.2pp | 72.9%-10.7pp | 67.7%-5.4pp |
| Annual return | 29.48% | 18.28%+11.2pp | 3525.44%-3496.0pp | 35.65%-6.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,234 | $2,927+78.9% | $4,003+30.8% | $4,299+21.8% |
| Admin fee / account holder | $65 | $3,690-98.2% | $4,006-98.4% | $6,940-99.1% |