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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 | $70,366-84.2% | $66,674-83.3% | $138,895-92.0% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.7%-12.6pp | 79.9%-18.8pp |
| Annual return | 22.54% | 386.41%-363.9pp | 321.24%-298.7pp | 145.39%-122.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,913 | $4,374-33.4% | $4,084-28.7% | $6,396-54.5% |
| Admin fee / account holder | $245 | $5,262-95.3% | $5,098-95.2% | $12,562-98.0% |