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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 | $70,121-78.5% | $63,803-76.3% | $138,895-89.1% |
| Participation rate | 25.0% | 77.2%-52.2pp | 72.7%-47.7pp | 79.9%-54.9pp |
| Annual return | 11.27% | 946.48%-935.2pp | 543.72%-532.5pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,048 | $4,535-76.9% | $3,843-72.7% | $6,396-83.6% |
| Admin fee / account holder | $144 | $6,738-97.9% | $5,196-97.2% | $12,562-98.9% |