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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 | $18,880 | $76,785-75.4% | $56,441-66.5% | $145,959-87.1% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 14.96% | 3000.51%-2985.6pp | 1704.21%-1689.3pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,326 | $2,624-49.5% | $1,953-32.1% | $6,689-80.2% |
| Admin fee / account holder | $18 | $3,334-99.5% | $2,829-99.4% | $13,398-99.9% |