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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 | $20,504 | $27,936-26.6% | $58,561-65.0% | $75,173-72.7% |
| Participation rate | 12.2% | 38.8%-26.7pp | 50.9%-38.7pp | 67.2%-55.0pp |
| Annual return | 19.60% | 44.21%-24.6pp | 4251.33%-4231.7pp | 160.72%-141.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $543 | $1,202-54.8% | $1,923-71.7% | $4,126-86.8% |
| Admin fee / account holder | $259 | $1,727-85.0% | $2,520-89.7% | $5,651-95.4% |