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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 | $17,724 | $100,139-82.3% | $85,187-79.2% | $145,884-87.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 10.35% | 84.15%-73.8pp | 66.67%-56.3pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |