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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 | $18,869 | $88,815-78.8% | $81,882-77.0% | $145,897-87.1% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 13.60% | 1033.75%-1020.1pp | 779.47%-765.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,298 | $4,647-72.1% | $4,323-70.0% | $6,689-80.6% |
| Admin fee / account holder | $90 | $8,434-98.9% | $7,360-98.8% | $13,390-99.3% |