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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 | $35,345 | $73,546-51.9% | $63,018-43.9% | $147,586-76.1% |
| Participation rate | 21.7% | 77.9%-56.1pp | 74.8%-53.1pp | 82.8%-61.1pp |
| Annual return | 9.36% | 175.56%-166.2pp | 87.62%-78.3pp | 578.59%-569.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $848 | $4,185-79.7% | $3,330-74.5% | $5,439-84.4% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |