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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 | $11,103 | $72,071-84.6% | $68,368-83.8% | $137,256-91.9% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.8%-12.6pp | 80.0%-18.8pp |
| Annual return | 22.54% | 353.14%-330.6pp | 292.57%-270.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,913 | $4,410-33.9% | $4,123-29.3% | $6,407-54.5% |
| Admin fee / account holder | $245 | $5,336-95.4% | $5,150-95.2% | $12,270-98.0% |