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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 | $18,784 | $176,402-89.4% | $134,162-86.0% | $158,966-88.2% |
| Participation rate | 11.1% | 78.7%-67.6pp | 72.2%-61.1pp | 82.0%-70.9pp |
| Annual return | 51.95% | 63.66%-11.7pp | 36.35%+15.6pp | 302.95%-251.0pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,167 | $4,093-47.1% | $3,500-38.1% | $5,983-63.8% |
| Admin fee / account holder | $65 | $8,719-99.3% | $6,685-99.0% | $11,250-99.4% |