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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 | $13,075 | $88,778-85.3% | $81,844-84.0% | $145,884-91.0% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 13.18% | 1033.03%-1019.8pp | 778.87%-765.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,126 | $4,648-75.8% | $4,323-73.9% | $6,690-83.2% |
| Admin fee / account holder | $122 | $8,430-98.6% | $7,355-98.3% | $13,392-99.1% |