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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 | $16,351 | $106,247-84.6% | $96,515-83.1% | $139,466-88.3% |
| Participation rate | 15.4% | 77.8%-62.5pp | 74.3%-59.0pp | 80.3%-64.9pp |
| Annual return | 51.51% | 38.47%+13.0pp | 35.73%+15.8pp | 373.66%-322.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,886 | $5,456-65.4% | $4,880-61.3% | $6,712-71.9% |
| Admin fee / account holder | $81 | $7,885-99.0% | $6,735-98.8% | $11,409-99.3% |