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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 | $22,495 | $51,631-56.4% | $129,397-82.6% | $80,925-72.2% |
| Participation rate | 29.0% | 56.9%-27.9pp | 69.6%-40.6pp | 67.7%-38.6pp |
| Annual return | 16.91% | 20.77%-3.9pp | 9453.98%-9437.1pp | 35.65%-18.7pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,129 | $2,670+17.2% | $4,167-24.9% | $4,299-27.2% |
| Admin fee / account holder | $0 | $4,309-100.0% | $7,679-100.0% | $6,940-100.0% |