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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 | $15,104 | $102,595-85.3% | $94,057-83.9% | $154,746-90.2% |
| Participation rate | 46.7% | 76.0%-29.3pp | 73.3%-26.7pp | 80.7%-34.0pp |
| Annual return | 13.88% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,575 | $5,118-69.2% | $4,709-66.6% | $6,730-76.6% |
| Admin fee / account holder | $195 | $7,736-97.5% | $7,244-97.3% | $14,365-98.6% |