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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 | $23,179 | $96,691-76.0% | $86,656-73.3% | $139,487-83.4% |
| Participation rate | 16.7% | 74.4%-57.8pp | 71.7%-55.0pp | 80.3%-63.7pp |
| Annual return | 18.94% | 106.87%-87.9pp | 593.09%-574.2pp | 373.84%-354.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,140 | $4,838-76.4% | $4,439-74.3% | $6,713-83.0% |
| Admin fee / account holder | $222 | $6,414-96.5% | $5,619-96.0% | $11,407-98.1% |