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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 | $13,405 | $81,749-83.6% | $58,544-77.1% | $139,456-90.4% |
| Participation rate | 7.1% | 61.3%-54.2pp | 50.9%-43.7pp | 80.3%-73.2pp |
| Annual return | 12.44% | 7425.45%-7413.0pp | 4249.56%-4237.1pp | 373.45%-361.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $226 | $2,555-91.1% | $1,923-88.2% | $6,711-96.6% |
| Admin fee / account holder | $185 | $3,272-94.4% | $2,520-92.7% | $11,407-98.4% |