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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 | $13,656 | $29,716-54.0% | $56,077-75.6% | $80,925-83.1% |
| Participation rate | 24.1% | 41.7%-17.6pp | 52.5%-28.4pp | 67.7%-43.6pp |
| Annual return | 13.10% | 35.30%-22.2pp | 1709.28%-1696.2pp | 35.65%-22.6pp |
| Employer contribution / active EE | $264 | $671-60.6% | $1,040-74.6% | $2,756-90.4% |
| Participant deferral / active EE | $491 | $1,228-60.0% | $1,954-74.9% | $4,299-88.6% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |