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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 | $15,649 | $84,236-81.4% | $170,435-90.8% | $70,126-77.7% |
| Participation rate | 36.1% | 70.8%-34.7pp | 83.6%-47.5pp | 69.5%-33.4pp |
| Annual return | 759.36% | 23.06%+736.3pp | 205.94%+553.4pp | 73.15%+686.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,990 | $3,086-3.1% | $4,939-39.5% | $3,332-10.3% |
| Admin fee / account holder | $290 | $5,698-94.9% | $13,881-97.9% | $4,645-93.8% |