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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 | $25,108 | $99,079-74.7% | $78,002-67.8% | $273,972-90.8% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.5%-6.8pp | 83.0%-14.3pp |
| Annual return | 8.54% | 217.93%-209.4pp | 425.99%-417.5pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,314 | $4,306-69.5% | $3,497-62.4% | $5,287-75.2% |
| Admin fee / account holder | $65 | $8,954-99.3% | $5,481-98.8% | $10,133-99.4% |