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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 | $14,529 | $101,618-85.7% | $93,063-84.4% | $137,256-89.4% |
| Participation rate | 17.6% | 74.9%-57.3pp | 72.1%-54.5pp | 80.0%-62.3pp |
| Annual return | 22.61% | 223.95%-201.3pp | 34.15%-11.5pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $880 | $4,279-79.4% | $3,958-77.8% | $6,407-86.3% |
| Admin fee / account holder | $20 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |