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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 | $80,526 | $107,363-25.0% | $92,909-13.3% | $152,897-47.3% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 23.61% | 145.63%-122.0pp | 109.44%-85.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,014 | $4,848-37.8% | $4,238-28.9% | $5,851-48.5% |
| Admin fee / account holder | $50 | $7,082-99.3% | $5,795-99.1% | $11,599-99.6% |