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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 | $15,881 | $84,236-81.1% | $170,435-90.7% | $70,126-77.4% |
| Participation rate | 43.6% | 70.8%-27.2pp | 83.6%-40.0pp | 69.5%-25.9pp |
| Annual return | 143.45% | 23.06%+120.4pp | 205.94%-62.5pp | 73.15%+70.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,063 | $3,086-33.1% | $4,939-58.2% | $3,332-38.1% |
| Admin fee / account holder | $13 | $5,698-99.8% | $13,881-99.9% | $4,645-99.7% |