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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 | $38,301 | $51,649-25.8% | $124,206-69.2% | $64,097-40.2% |
| Participation rate | 12.8% | 45.2%-32.3pp | 69.6%-56.7pp | 55.2%-42.3pp |
| Annual return | 14.99% | 19.98%-5.0pp | 515.27%-500.3pp | 34.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $3,540-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $706 | $2,165-67.4% | $3,968-82.2% | $3,080-77.1% |
| Admin fee / account holder | $9 | $4,237-99.8% | $5,929-99.9% | $3,454-99.8% |