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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 | $12,518 | $111,878-88.8% | $93,727-86.6% | $145,897-91.4% |
| Participation rate | 18.8% | 74.2%-55.5pp | 68.7%-50.0pp | 80.3%-61.6pp |
| Annual return | 16.02% | 204.28%-188.3pp | 133.83%-117.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $936 | $3,092-69.7% | $2,421-61.3% | $4,663-79.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $87 | $10,256-99.2% | $8,292-99.0% | $13,390-99.4% |