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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 | $20,509 | $76,368-73.1% | $67,681-69.7% | $154,746-86.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 15.64% | 1066.77%-1051.1pp | 590.58%-574.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,299 | $4,824-52.3% | $3,976-42.2% | $6,730-65.8% |
| Admin fee / account holder | $101 | $8,559-98.8% | $6,100-98.3% | $14,365-99.3% |