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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 | $16,674 | $72,426-77.0% | $67,560-75.3% | $145,897-88.6% |
| Participation rate | 14.3% | 76.9%-62.6pp | 72.9%-58.6pp | 80.3%-66.0pp |
| Annual return | 18.02% | 7226.78%-7208.8pp | 3533.50%-3515.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $900 | $4,785-81.2% | $4,004-77.5% | $6,689-86.5% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |