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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 | $21,319 | $107,030-80.1% | $73,550-71.0% | $147,586-85.6% |
| Participation rate | 38.1% | 66.4%-28.3pp | 54.9%-16.8pp | 82.8%-44.7pp |
| Annual return | 12.61% | 38.25%-25.6pp | -15.16%+27.8pp | 578.59%-566.0pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $509 | $2,458-79.3% | $1,804-71.8% | $5,439-90.6% |
| Admin fee / account holder | $243 | $3,055-92.0% | $2,320-89.5% | $10,886-97.8% |