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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 | $13,724 | $162,529-91.6% | $130,788-89.5% | $154,746-91.1% |
| Participation rate | 28.6% | 75.9%-47.3pp | 70.1%-41.5pp | 80.7%-52.1pp |
| Annual return | 21.71% | 510.48%-488.8pp | 386.44%-364.7pp | 172.34%-150.6pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,378 | $4,808-71.3% | $4,137-66.7% | $6,730-79.5% |
| Admin fee / account holder | $63 | $7,669-99.2% | $6,673-99.1% | $14,365-99.6% |