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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 | $27,606 | $51,631-46.5% | $129,397-78.7% | $80,925-65.9% |
| Participation rate | 12.9% | 56.9%-44.0pp | 69.6%-56.7pp | 67.7%-54.8pp |
| Annual return | 83.83% | 20.77%+63.1pp | 9453.98%-9370.2pp | 35.65%+48.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,501 | $2,670-43.8% | $4,167-64.0% | $4,299-65.1% |
| Admin fee / account holder | $195 | $4,309-95.5% | $7,679-97.5% | $6,940-97.2% |