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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 | $48,595 | $99,921-51.4% | $85,009-42.8% | $145,959-66.7% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.8pp | 80.3%-63.6pp |
| Annual return | 12.99% | 83.89%-70.9pp | 66.47%-53.5pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,828 | $3,233-43.4% | $2,728-33.0% | $4,661-60.8% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20 | $7,252-99.7% | $6,153-99.7% | $13,398-99.9% |