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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 | $42,468 | $60,128-29.4% | $90,440-53.0% | $79,852-46.8% |
| Participation rate | 23.3% | 65.0%-41.7pp | 72.7%-49.4pp | 69.6%-46.3pp |
| Annual return | 10.90% | 71.95%-61.0pp | 1294.38%-1283.5pp | 31.72%-20.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $50 | $3,977-98.7% | $5,615-99.1% | $5,306-99.1% |