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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 | $23,077 | $77,920-70.4% | $149,723-84.6% | $75,177-69.3% |
| Participation rate | 21.1% | 65.6%-44.5pp | 78.8%-57.7pp | 67.2%-46.1pp |
| Annual return | 20.85% | 31.72%-10.9pp | 134.50%-113.6pp | 160.75%-139.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $962 | $3,411-71.8% | $5,682-83.1% | $4,126-76.7% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |