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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 | $29,862 | $102,595-70.9% | $94,057-68.3% | $154,746-80.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 20.69% | 583.42%-562.7pp | 480.62%-459.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,981 | $5,118+55.9% | $4,709+69.5% | $6,730+18.6% |
| Admin fee / account holder | $71 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |