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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 | $45,081 | $109,872-59.0% | $98,483-54.2% | $167,536-73.1% |
| Participation rate | 61.5% | 75.8%-14.3pp | 73.3%-11.8pp | 82.1%-20.6pp |
| Annual return | 16.16% | 1959.31%-1943.2pp | 1494.38%-1478.2pp | 478.82%-462.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,075 | $4,673-55.6% | $4,276-51.5% | $6,342-67.3% |
| Admin fee / account holder | $144 | $6,757-97.9% | $5,953-97.6% | $12,315-98.8% |