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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 | $45,043-49.9% | $85,063-73.5% | $74,400-69.7% |
| Participation rate | 6.4% | 49.4%-42.9pp | 67.5%-61.1pp | 67.2%-60.8pp |
| Annual return | 13.74% | 26.26%-12.5pp | 66.54%-52.8pp | 1367.51%-1353.8pp |
| Employer contribution / active EE | $299 | $1,458-79.5% | $2,727-89.0% | $2,624-88.6% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,210-100.0% | $6,155-100.0% | $1,944-100.0% |