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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 | $34,430 | $114,073-69.8% | $96,161-64.2% | $167,518-79.4% |
| Participation rate | 58.8% | 75.1%-16.2pp | 68.4%-9.6pp | 82.1%-23.3pp |
| Annual return | 14.62% | 189.95%-175.3pp | 192.01%-177.4pp | 478.71%-464.1pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,228 | $5,195-37.9% | $4,349-25.8% | $6,342-49.1% |
| Admin fee / account holder | $23 | $6,899-99.7% | $5,538-99.6% | $12,312-99.8% |