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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 | $30,357 | $84,236-64.0% | $170,435-82.2% | $70,126-56.7% |
| Participation rate | 12.0% | 70.8%-58.8pp | 83.6%-71.5pp | 69.5%-57.5pp |
| Annual return | 18.56% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $838 | $3,086-72.8% | $4,939-83.0% | $3,332-74.8% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |