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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 | $47,959 | $96,678-50.4% | $86,640-44.6% | $139,466-65.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 22.43% | 106.69%-84.3pp | 592.52%-570.1pp | 373.66%-351.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,073 | $4,837-77.8% | $4,438-75.8% | $6,712-84.0% |
| Admin fee / account holder | $127 | $6,410-98.0% | $5,616-97.7% | $11,409-98.9% |