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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 | $15,370 | $76,368-79.9% | $67,681-77.3% | $154,746-90.1% |
| Participation rate | 23.8% | 79.0%-55.1pp | 73.7%-49.9pp | 80.7%-56.9pp |
| Annual return | 30.99% | 1066.77%-1035.8pp | 590.58%-559.6pp | 172.34%-141.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,940 | $4,824-59.8% | $3,976-51.2% | $6,730-71.2% |
| Admin fee / account holder | $41 | $8,559-99.5% | $6,100-99.3% | $14,365-99.7% |