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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 | $46,684 | $51,604-9.5% | $129,295-63.9% | $80,874-42.3% |
| Participation rate | 17.1% | 57.0%-39.9pp | 69.6%-52.5pp | 67.6%-50.6pp |
| Annual return | 17.27% | 20.76%-3.5pp | 9429.28%-9412.0pp | 35.62%-18.3pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,774 | $2,670-33.6% | $4,169-57.4% | $4,297-58.7% |
| Admin fee / account holder | $0 | $4,310-100.0% | $7,665-100.0% | $6,935-100.0% |