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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 | $36,678 | $162,529-77.4% | $130,788-72.0% | $154,746-76.3% |
| Participation rate | 55.6% | 75.9%-20.3pp | 70.1%-14.5pp | 80.7%-25.1pp |
| Annual return | 14.65% | 510.48%-495.8pp | 386.44%-371.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $510 | $4,808-89.4% | $4,137-87.7% | $6,730-92.4% |
| Admin fee / account holder | $159 | $7,669-97.9% | $6,673-97.6% | $14,365-98.9% |