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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 | $20,599 | $81,749-74.8% | $58,544-64.8% | $139,456-85.2% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 20.80% | 7425.45%-7404.6pp | 4249.56%-4228.8pp | 373.45%-352.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,066 | $2,555-58.3% | $1,923-44.6% | $6,711-84.1% |
| Admin fee / account holder | $20 | $3,272-99.4% | $2,520-99.2% | $11,407-99.8% |