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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 | $37,249 | $103,392-64.0% | $87,104-57.2% | $152,897-75.6% |
| Participation rate | 61.5% | 79.4%-17.8pp | 76.9%-15.3pp | 82.5%-20.9pp |
| Annual return | 37.36% | 28.10%+9.3pp | 28.19%+9.2pp | 345.43%-308.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |