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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 | $41,532 | $112,112-63.0% | $95,956-56.7% | $158,950-73.9% |
| Participation rate | 56.3% | 79.0%-22.7pp | 77.1%-20.8pp | 82.0%-25.7pp |
| Annual return | 16.77% | 171.15%-154.4pp | 91.63%-74.9pp | 302.91%-286.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,768 | $4,784+104.2% | $4,167+134.4% | $5,983+63.3% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |