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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 | $11,557 | $39,028-70.4% | $80,741-85.7% | $85,856-86.5% |
| Participation rate | 10.4% | 41.6%-31.1pp | 54.2%-43.7pp | 69.3%-58.9pp |
| Annual return | 20.45% | 26.31%-5.9pp | 87.30%-66.9pp | 318.58%-298.1pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $508 | $1,326-61.7% | $2,145-76.3% | $3,952-87.2% |
| Admin fee / account holder | $160 | $2,429-93.4% | $3,380-95.3% | $6,261-97.4% |