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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 | $10,394 | $51,638-79.9% | $68,368-84.8% | $82,448-87.4% |
| Participation rate | 18.4% | 63.6%-45.2pp | 73.8%-55.4pp | 68.1%-49.7pp |
| Annual return | 70.49% | 37.53%+33.0pp | 292.57%-222.1pp | 41.64%+28.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $935 | $2,914-67.9% | $4,123-77.3% | $4,139-77.4% |
| Admin fee / account holder | $285 | $4,643-93.9% | $5,150-94.5% | $7,234-96.1% |