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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 | $48,827 | $47,479+2.8% | $62,929-22.4% | $82,448-40.8% |
| Participation rate | 8.3% | 66.9%-58.5pp | 73.1%-64.8pp | 68.1%-59.7pp |
| Annual return | 14.73% | 20.34%-5.6pp | 1063.93%-1049.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $904 | $2,870-68.5% | $3,888-76.7% | $4,139-78.2% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |