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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 | $11,210 | $108,212-89.6% | $77,513-85.5% | $158,966-92.9% |
| Participation rate | 0.0% | 64.4%-64.4pp | 54.2%-54.2pp | 82.0%-82.0pp |
| Annual return | 26.98% | 31.67%-4.7pp | 54.81%-27.8pp | 302.95%-276.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $289 | $2,455-88.2% | $1,861-84.5% | $5,983-95.2% |
| Admin fee / account holder | $247 | $3,709-93.3% | $2,859-91.4% | $11,250-97.8% |