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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 | $31,678 | $110,551-71.3% | $80,741-60.8% | $167,536-81.1% |
| Participation rate | 53.8% | 64.0%-10.1pp | 54.2%-0.3pp | 82.1%-28.3pp |
| Annual return | 10.14% | 120.57%-110.4pp | 87.30%-77.2pp | 478.82%-468.7pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |