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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 | $45,279 | $110,303-59.0% | $95,759-52.7% | $139,487-67.5% |
| Participation rate | 7.7% | 75.7%-68.1pp | 72.3%-64.6pp | 80.3%-72.6pp |
| Annual return | 83.37% | 27.19%+56.2pp | 28.42%+54.9pp | 373.84%-290.5pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |