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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 | $23,306 | $103,008-77.4% | $90,304-74.2% | $152,897-84.8% |
| Participation rate | 18.2% | 75.9%-57.7pp | 73.3%-55.1pp | 82.5%-64.3pp |
| Annual return | 32.30% | 95.22%-62.9pp | 78.13%-45.8pp | 345.43%-313.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,557 | $4,281-63.6% | $3,885-59.9% | $5,851-73.4% |
| Admin fee / account holder | $6 | $6,175-99.9% | $5,354-99.9% | $11,599-100.0% |