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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 | $13,744 | $29,733-53.8% | $56,025-75.5% | $80,959-83.0% |
| Participation rate | 11.5% | 41.7%-30.2pp | 52.5%-41.0pp | 67.7%-56.1pp |
| Annual return | 17.59% | 35.28%-17.7pp | 1712.69%-1695.1pp | 35.67%-18.1pp |
| Employer contribution / active EE | $372 | $672-44.6% | $1,042-64.3% | $2,757-86.5% |
| Participant deferral / active EE | $465 | $1,229-62.2% | $1,955-76.2% | $4,300-89.2% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |