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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 | $51,642-9.6% | $129,384-63.9% | $80,935-42.3% |
| Participation rate | 17.1% | 56.9%-39.8pp | 69.6%-52.6pp | 67.7%-50.6pp |
| Annual return | 17.27% | 20.78%-3.5pp | 9461.77%-9444.5pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,774 | $2,670-33.5% | $4,166-57.4% | $4,299-58.7% |
| Admin fee / account holder | $0 | $4,312-100.0% | $7,686-100.0% | $6,924-100.0% |