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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 | $23,486 | $85,766-72.6% | $136,298-82.8% | $70,126-66.5% |
| Participation rate | 17.8% | 74.2%-56.4pp | 81.9%-64.1pp | 69.5%-51.8pp |
| Annual return | 16.61% | 31.46%-14.8pp | 5156.27%-5139.7pp | 73.15%-56.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,582 | $5,051-48.9% | $6,247-58.7% | $3,332-22.5% |
| Admin fee / account holder | $201 | $5,421-96.3% | $9,244-97.8% | $4,645-95.7% |