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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 | $13,329 | $28,624-53.4% | $53,647-75.2% | $82,637-83.9% |
| Participation rate | 8.0% | 47.3%-39.3pp | 56.3%-48.3pp | 68.1%-60.1pp |
| Annual return | 22.20% | 664.98%-642.8pp | 358.33%-336.1pp | 53.51%-31.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $277 | $1,196-76.9% | $1,813-84.7% | $4,126-93.3% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |