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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 | $15,015 | $102,663-85.4% | $86,216-82.6% | $139,466-89.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 24.00% | 1924.52%-1900.5pp | 1169.42%-1145.4pp | 373.66%-349.7pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,599 | $4,677-65.8% | $3,986-59.9% | $6,712-76.2% |
| Admin fee / account holder | $49 | $8,663-99.4% | $6,853-99.3% | $11,409-99.6% |