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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 | $49,976-79.2% | $66,674-84.4% | $82,637-87.4% |
| Participation rate | 18.4% | 63.1%-44.7pp | 73.7%-55.3pp | 68.1%-49.7pp |
| Annual return | 70.49% | 39.09%+31.4pp | 321.24%-250.8pp | 53.51%+17.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $935 | $2,847-67.1% | $4,084-77.1% | $4,126-77.3% |
| Admin fee / account holder | $285 | $4,594-93.8% | $5,098-94.4% | $7,339-96.1% |