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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 | $13,626 | $90,607-85.0% | $79,467-82.9% | $135,380-89.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 6.22% | 977.74%-971.5pp | 718.30%-712.1pp | 519.81%-513.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,146 | $4,050+2.4% | $3,704+11.9% | $5,609-26.1% |
| Admin fee / account holder | $152 | $5,895-97.4% | $5,104-97.0% | $10,828-98.6% |