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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 | $19,503 | $67,823-71.2% | $52,425-62.8% | $137,256-85.8% |
| Participation rate | 9.1% | 63.9%-54.8pp | 55.6%-46.5pp | 80.0%-70.9pp |
| Annual return | 12.01% | 219.11%-207.1pp | 302.12%-290.1pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $284 | $2,288-87.6% | $1,790-84.1% | $6,407-95.6% |
| Admin fee / account holder | $253 | $2,844-91.1% | $2,495-89.9% | $12,270-97.9% |