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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 | $15,834 | $28,624-44.7% | $53,647-70.5% | $82,637-80.8% |
| Participation rate | 15.6% | 47.3%-31.6pp | 56.3%-40.7pp | 68.1%-52.4pp |
| Annual return | 19.22% | 664.98%-645.8pp | 358.33%-339.1pp | 53.51%-34.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $962 | $1,196-19.6% | $1,813-47.0% | $4,126-76.7% |
| Admin fee / account holder | $211 | $2,022-89.6% | $2,460-91.4% | $7,339-97.1% |