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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 | $32,433 | $103,000-68.5% | $90,300-64.1% | $152,885-78.8% |
| Participation rate | 4.5% | 75.9%-71.3pp | 73.3%-68.7pp | 82.5%-77.9pp |
| Annual return | 20.54% | 95.19%-74.7pp | 78.11%-57.6pp | 345.39%-324.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |