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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 | $25,721 | $29,716-13.4% | $56,077-54.1% | $80,925-68.2% |
| Participation rate | 10.3% | 41.7%-31.4pp | 52.5%-42.2pp | 67.7%-57.3pp |
| Annual return | 16.99% | 35.30%-18.3pp | 1709.28%-1692.3pp | 35.65%-18.7pp |
| Employer contribution / active EE | $264 | $671-60.6% | $1,040-74.6% | $2,756-90.4% |
| Participant deferral / active EE | $794 | $1,228-35.4% | $1,954-59.4% | $4,299-81.5% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |