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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 | $16,793 | $48,053-65.1% | $84,628-80.2% | $72,975-77.0% |
| Participation rate | 29.7% | 57.6%-27.8pp | 68.2%-38.5pp | 69.5%-39.8pp |
| Annual return | 20.76% | 37.39%-16.6pp | 258.80%-238.0pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $950 | $2,681-64.6% | $3,900-75.6% | $3,608-73.7% |
| Admin fee / account holder | $225 | $3,395-93.4% | $4,914-95.4% | $5,124-95.6% |