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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 | $24,773 | $81,668-69.7% | $58,507-57.7% | $139,487-82.2% |
| Participation rate | 53.8% | 61.3%-7.5pp | 50.9%+3.0pp | 80.3%-26.5pp |
| Annual return | 15.96% | 7430.07%-7414.1pp | 4252.32%-4236.4pp | 373.84%-357.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $444 | $2,554-82.6% | $1,922-76.9% | $6,713-93.4% |
| Admin fee / account holder | $3 | $3,212-99.9% | $2,486-99.9% | $11,407-100.0% |