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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 | $16,790 | $29,716-43.5% | $56,077-70.1% | $80,925-79.3% |
| Participation rate | 6.3% | 41.7%-35.4pp | 52.5%-46.2pp | 67.7%-61.4pp |
| Annual return | 13.12% | 35.30%-22.2pp | 1709.28%-1696.2pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $382 | $1,228-68.9% | $1,954-80.5% | $4,299-91.1% |
| Admin fee / account holder | $255 | $2,432-89.5% | $2,825-91.0% | $6,940-96.3% |