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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 | $68,097-63.3% | $62,929-60.3% | $137,256-81.8% |
| Participation rate | 16.7% | 77.4%-60.8pp | 73.1%-56.4pp | 80.0%-63.3pp |
| Annual return | 12.54% | 1859.11%-1846.6pp | 1063.93%-1051.4pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,832 | $4,553-59.8% | $3,888-52.9% | $6,407-71.4% |
| Admin fee / account holder | $25 | $6,521-99.6% | $5,065-99.5% | $12,270-99.8% |