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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 | $17,749 | $49,199-63.9% | $121,204-85.4% | $75,173-76.4% |
| Participation rate | 30.0% | 55.4%-25.4pp | 69.5%-39.5pp | 67.2%-37.2pp |
| Annual return | 15.07% | 56.04%-41.0pp | 987.18%-972.1pp | 160.72%-145.7pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,578 | $2,630-40.0% | $4,083-61.4% | $4,126-61.8% |
| Admin fee / account holder | $201 | $3,946-94.9% | $5,651-96.4% | $5,651-96.4% |