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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 | $15,106 | $73,421-79.4% | $66,439-77.3% | $155,188-90.3% |
| Participation rate | 25.0% | 79.7%-54.7pp | 74.5%-49.5pp | 80.8%-55.8pp |
| Annual return | 11.27% | 1382.37%-1371.1pp | 757.66%-746.4pp | 148.84%-137.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,048 | $4,680-77.6% | $3,876-73.0% | $6,531-84.0% |
| Admin fee / account holder | $144 | $8,856-98.4% | $6,173-97.7% | $14,480-99.0% |