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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 | $19,144 | $91,198-79.0% | $178,503-89.3% | $79,856-76.0% |
| Participation rate | 7.4% | 69.2%-61.8pp | 81.9%-74.5pp | 69.6%-62.2pp |
| Annual return | 11.93% | 24.20%-12.3pp | 151.12%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |