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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 | $15,916 | $96,643-83.5% | $86,617-81.6% | $139,456-88.6% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 15.03% | 106.57%-91.5pp | 591.91%-576.9pp | 373.45%-358.4pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,889 | $4,835-40.2% | $4,437-34.9% | $6,711-56.9% |
| Admin fee / account holder | $103 | $6,406-98.4% | $5,613-98.2% | $11,407-99.1% |