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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 | $16,024 | $54,558-70.6% | $76,051-78.9% | $74,400-78.5% |
| Participation rate | 25.0% | 60.3%-35.3pp | 69.1%-44.1pp | 67.2%-42.2pp |
| Annual return | 11.91% | 31.83%-19.9pp | 360.42%-348.5pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,690-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,107 | $3,065-63.9% | $4,257-74.0% | $4,348-74.6% |
| Admin fee / account holder | $254 | $2,232-88.6% | $6,416-96.0% | $1,944-86.9% |