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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 | $8,077 | $29,736-72.8% | $56,033-85.6% | $80,935-90.0% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.7%-47.7pp |
| Annual return | 12.57% | 35.28%-22.7pp | 1711.38%-1698.8pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $458 | $1,228-62.7% | $1,954-76.6% | $4,299-89.3% |
| Admin fee / account holder | $229 | $2,434-90.6% | $2,827-91.9% | $6,924-96.7% |