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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 | $19,538 | $49,199-60.3% | $121,210-83.9% | $75,177-74.0% |
| Participation rate | 25.9% | 55.4%-29.5pp | 69.5%-43.6pp | 67.2%-41.3pp |
| Annual return | 30.24% | 56.04%-25.8pp | 987.41%-957.2pp | 160.75%-130.5pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,352 | $2,630-10.6% | $4,084-42.4% | $4,126-43.0% |
| Admin fee / account holder | $178 | $3,946-95.5% | $5,647-96.8% | $5,651-96.8% |