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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 | $6,640 | $99,995-93.4% | $85,063-92.2% | $145,978-95.5% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.2pp | 80.3%-53.0pp |
| Annual return | 8.73% | 83.99%-75.3pp | 66.54%-57.8pp | 550.52%-541.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $29 | $7,255-99.6% | $6,155-99.5% | $13,400-99.8% |