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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 | $52,565 | $116,203-54.8% | $93,621-43.9% | $152,909-65.6% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.8%-34.2pp | 82.5%-40.8pp |
| Annual return | 23.24% | 35.96%-12.7pp | 32.76%-9.5pp | 345.46%-322.2pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,130 | $4,605-53.7% | $4,070-47.7% | $5,851-63.6% |
| Admin fee / account holder | $6 | $10,751-99.9% | $7,890-99.9% | $11,601-100.0% |