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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 | $17,851 | $85,171-79.0% | $172,753-89.7% | $72,976-75.5% |
| Participation rate | 61.4% | 70.1%-8.7pp | 82.6%-21.2pp | 69.5%-8.1pp |
| Annual return | 21.18% | 27.32%-6.1pp | 803.00%-781.8pp | 81.02%-59.8pp |
| Employer contribution / active EE | $1,775 | $3,324-46.6% | $5,144-65.5% | $2,440-27.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $279 | $5,880-95.3% | $13,956-98.0% | $5,124-94.5% |