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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 | $20,052 | $107,030-81.3% | $73,550-72.7% | $147,586-86.4% |
| Participation rate | 6.3% | 66.4%-60.1pp | 54.9%-48.7pp | 82.8%-76.6pp |
| Annual return | 19.34% | 38.25%-18.9pp | -15.16%+34.5pp | 578.59%-559.3pp |
| Employer contribution / active EE | $90 | $1,760-94.9% | $1,219-92.6% | $4,876-98.2% |
| Participant deferral / active EE | $177 | $2,458-92.8% | $1,804-90.2% | $5,439-96.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |