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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 | $34,159 | $72,465-52.9% | $67,575-49.4% | $145,884-76.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 11.98% | 7222.56%-7210.6pp | 3528.98%-3517.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,151 | $4,786-34.2% | $4,003-21.3% | $6,690-52.9% |
| Admin fee / account holder | $49 | $5,515-99.1% | $3,993-98.8% | $13,392-99.6% |