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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 | $15,175 | $85,171-82.2% | $172,753-91.2% | $72,976-79.2% |
| Participation rate | 47.8% | 70.1%-22.2pp | 82.6%-34.8pp | 69.5%-21.7pp |
| Annual return | 25.43% | 27.32%-1.9pp | 803.00%-777.6pp | 81.02%-55.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,029 | $3,260-37.8% | $5,198-61.0% | $3,608-43.8% |
| Admin fee / account holder | $87 | $5,880-98.5% | $13,956-99.4% | $5,124-98.3% |