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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 | $108,897-78.7% | $100,378-76.9% | $145,877-84.1% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 11.19% | 58.17%-47.0pp | 49.41%-38.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $3,694 | $4,420-16.4% | $3,942-6.3% | $4,663-20.8% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $111 | $9,690-98.9% | $7,899-98.6% | $13,402-99.2% |