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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 | $40,415 | $72,446-44.2% | $67,561-40.2% | $145,877-72.3% |
| Participation rate | 4.5% | 76.9%-72.3pp | 72.9%-68.4pp | 80.3%-75.8pp |
| Annual return | 15.48% | 7211.98%-7196.5pp | 3525.44%-3510.0pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,014 | $4,785-78.8% | $4,003-74.7% | $6,691-84.8% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |