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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 | $14,223 | $87,016-83.7% | $63,244-77.5% | $125,389-88.7% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.0%-21.0pp | 83.2%-33.2pp |
| Annual return | 43.49% | 21.71%+21.8pp | -70.31%+113.8pp | 282.24%-238.7pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |