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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 | $12,025 | $96,691-87.6% | $86,656-86.1% | $139,487-91.4% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 20.81% | 106.87%-86.1pp | 593.09%-572.3pp | 373.84%-353.0pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $844 | $4,838-82.6% | $4,439-81.0% | $6,713-87.4% |
| Admin fee / account holder | $82 | $6,414-98.7% | $5,619-98.5% | $11,407-99.3% |