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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 | $23,206 | $108,912-78.7% | $100,383-76.9% | $145,959-84.1% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 11.19% | 57.96%-46.8pp | 49.26%-38.1pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,694 | $4,423-16.5% | $3,944-6.3% | $4,661-20.8% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $111 | $9,690-98.9% | $7,900-98.6% | $13,398-99.2% |