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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 | $16,935 | $70,121-75.8% | $63,803-73.5% | $138,895-87.8% |
| Participation rate | 33.3% | 77.2%-43.9pp | 72.7%-39.4pp | 79.9%-46.6pp |
| Annual return | 16.19% | 946.48%-930.3pp | 543.72%-527.5pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,380 | $4,535-69.6% | $3,843-64.1% | $6,396-78.4% |
| Admin fee / account holder | $87 | $6,738-98.7% | $5,196-98.3% | $12,562-99.3% |