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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 | $15,865 | $49,891-68.2% | $80,607-80.3% | $75,181-78.9% |
| Participation rate | 36.0% | 55.3%-19.3pp | 67.0%-31.0pp | 67.2%-31.2pp |
| Annual return | 23.90% | 34.67%-10.8pp | 936.11%-912.2pp | 160.69%-136.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,437 | $2,991-18.5% | $4,448-45.2% | $4,126-40.9% |
| Admin fee / account holder | $298 | $3,578-91.7% | $5,379-94.5% | $5,650-94.7% |