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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 | $8,505 | $90,691-90.6% | $76,119-88.8% | $145,884-94.2% |
| Participation rate | 15.8% | 74.5%-58.7pp | 69.1%-53.3pp | 80.3%-64.5pp |
| Annual return | 13.34% | 624.52%-611.2pp | 361.25%-347.9pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,176 | $5,167-77.2% | $4,259-72.4% | $6,690-82.4% |
| Admin fee / account holder | $48 | $8,383-99.4% | $6,421-99.3% | $13,392-99.6% |