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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 | $15,949 | $77,901-79.5% | $149,717-89.3% | $75,181-78.8% |
| Participation rate | 60.7% | 65.6%-4.9pp | 78.8%-18.1pp | 67.2%-6.5pp |
| Annual return | 55.60% | 31.73%+23.9pp | 134.41%-78.8pp | 160.69%-105.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,232 | $3,411-63.9% | $5,682-78.3% | $4,126-70.1% |
| Admin fee / account holder | $21 | $5,949-99.7% | $13,213-99.8% | $5,650-99.6% |