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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 | $10,489 | $58,234-82.0% | $81,783-87.2% | $80,874-87.0% |
| Participation rate | 45.7% | 63.4%-17.7pp | 72.4%-26.6pp | 67.6%-21.9pp |
| Annual return | 18.91% | 41.70%-22.8pp | 775.05%-756.1pp | 35.62%-16.7pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,607 | $3,283-51.0% | $4,320-62.8% | $4,297-62.6% |
| Admin fee / account holder | $115 | $4,982-97.7% | $7,380-98.4% | $6,935-98.3% |