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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 | $30,375 | $93,589-67.5% | $135,942-77.7% | $75,181-59.6% |
| Participation rate | 67.7% | 75.2%-7.4pp | 81.9%-14.2pp | 67.2%+0.5pp |
| Annual return | 73.06% | 30.90%+42.2pp | 68.28%+4.8pp | 160.69%-87.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,519 | $6,405+111.1% | $7,759+74.2% | $4,126+227.7% |
| Admin fee / account holder | $0 | $6,977-100.0% | $10,764-100.0% | $5,650-100.0% |