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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 | $9,301 | $149,040-93.8% | $120,225-92.3% | $137,256-93.2% |
| Participation rate | 30.8% | 75.4%-44.6pp | 69.6%-38.8pp | 80.0%-49.2pp |
| Annual return | 25.80% | 605.68%-579.9pp | 439.23%-413.4pp | 220.34%-194.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,416 | $4,655-48.1% | $3,999-39.6% | $6,407-62.3% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |