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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 | $12,453 | $99,053-87.4% | $88,179-85.9% | $138,895-91.0% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.1%-56.6pp | 79.9%-67.4pp |
| Annual return | 22.22% | 78.17%-55.9pp | 64.97%-42.7pp | 145.39%-123.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |