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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 | $20,466 | $84,708-75.8% | $75,714-73.0% | $167,536-87.8% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.8%-33.2pp | 82.1%-40.4pp |
| Annual return | 12.07% | 199.62%-187.6pp | 104.62%-92.5pp | 478.82%-466.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,622 | $4,577-42.7% | $3,820-31.4% | $6,342-58.7% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |