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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 | $24,989 | $76,368-67.3% | $67,681-63.1% | $154,746-83.9% |
| Participation rate | 16.7% | 79.0%-62.3pp | 73.7%-57.1pp | 80.7%-64.0pp |
| Annual return | 12.54% | 1066.77%-1054.2pp | 590.58%-578.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,832 | $4,824-62.0% | $3,976-53.9% | $6,730-72.8% |
| Admin fee / account holder | $25 | $8,559-99.7% | $6,100-99.6% | $14,365-99.8% |