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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 | $22,551 | $45,123-50.0% | $85,240-73.5% | $74,478-69.7% |
| Participation rate | 6.4% | 49.4%-42.9pp | 67.5%-61.1pp | 67.2%-60.8pp |
| Annual return | 13.74% | 26.32%-12.6pp | 66.75%-53.0pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $299 | $1,459-79.5% | $2,735-89.1% | $2,626-88.6% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |