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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 | $54,690-70.7% | $76,030-78.9% | $74,478-78.5% |
| Participation rate | 25.0% | 60.3%-35.3pp | 69.1%-44.1pp | 67.2%-42.2pp |
| Annual return | 11.91% | 31.92%-20.0pp | 361.54%-349.6pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,107 | $3,070-64.0% | $4,257-74.0% | $4,350-74.6% |
| Admin fee / account holder | $254 | $2,240-88.6% | $6,421-96.0% | $1,946-86.9% |