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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 | $6,066 | $88,754-93.2% | $81,820-92.6% | $145,877-95.8% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 26.28% | 1031.77%-1005.5pp | 777.93%-751.7pp | 551.28%-525.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,664 | $4,648-64.2% | $4,323-61.5% | $6,691-75.1% |
| Admin fee / account holder | $26 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |