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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 | $16,753 | $104,953-84.0% | $84,637-80.2% | $152,909-89.0% |
| Participation rate | 35.0% | 74.8%-39.8pp | 68.2%-33.2pp | 82.5%-47.5pp |
| Annual return | 25.35% | 373.94%-348.6pp | 258.82%-233.5pp | 345.46%-320.1pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,321 | $4,691-71.8% | $3,900-66.1% | $5,851-77.4% |
| Admin fee / account holder | $83 | $6,244-98.7% | $4,914-98.3% | $11,601-99.3% |