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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 | $19,873 | $69,248-71.3% | $64,101-69.0% | $139,466-85.8% |
| Participation rate | 37.5% | 75.6%-38.1pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 15.34% | 45.95%-30.6pp | 33.72%-18.4pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |