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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 | $54,479 | $107,363-49.3% | $92,909-41.4% | $152,897-64.4% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 16.17% | 145.63%-129.5pp | 109.44%-93.3pp | 345.43%-329.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,136 | $4,848-14.7% | $4,238-2.4% | $5,851-29.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |