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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 | $53,469 | $106,008-49.6% | $92,240-42.0% | $147,586-63.8% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 18.01% | 50.05%-32.0pp | 176.29%-158.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,950 | $4,333-55.0% | $3,680-47.0% | $4,876-60.0% |
| Participant deferral / active EE | $2,340 | $4,478-47.7% | $3,897-40.0% | $5,439-57.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |