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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 | $23,335 | $51,631-54.8% | $129,397-82.0% | $80,925-71.2% |
| Participation rate | 35.7% | 56.9%-21.2pp | 69.6%-33.9pp | 67.7%-31.9pp |
| Annual return | 12.95% | 20.77%-7.8pp | 9453.98%-9441.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,360 | $2,670-11.6% | $4,167-43.4% | $4,299-45.1% |
| Admin fee / account holder | $16 | $4,309-99.6% | $7,679-99.8% | $6,940-99.8% |