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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 | $68,703 | $96,691-28.9% | $86,656-20.7% | $139,487-50.7% |
| Participation rate | 46.2% | 74.4%-28.3pp | 71.7%-25.6pp | 80.3%-34.2pp |
| Annual return | 18.78% | 106.87%-88.1pp | 593.09%-574.3pp | 373.84%-355.1pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,670 | $4,838-44.8% | $4,439-39.8% | $6,713-60.2% |
| Admin fee / account holder | $81 | $6,414-98.7% | $5,619-98.6% | $11,407-99.3% |