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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 | $7,185 | $34,316-79.1% | $74,722-90.4% | $72,975-90.2% |
| Participation rate | 7.4% | 42.4%-35.0pp | 54.5%-47.1pp | 69.5%-62.1pp |
| Annual return | 40.45% | 26.58%+13.9pp | 753.11%-712.7pp | 81.01%-40.6pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $370 | $1,272-70.9% | $1,963-81.1% | $3,608-89.7% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |