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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 | $9,410 | $110,093-91.5% | $97,295-90.3% | $145,897-93.5% |
| Participation rate | 16.7% | 75.9%-59.2pp | 72.7%-56.0pp | 80.3%-63.6pp |
| Annual return | 15.98% | 244.76%-228.8pp | 75.62%-59.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $695 | $3,077-77.4% | $2,723-74.5% | $4,663-85.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $41 | $6,212-99.3% | $5,646-99.3% | $13,390-99.7% |