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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 | $40,802 | $103,008-60.4% | $90,304-54.8% | $152,897-73.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 15.29% | 95.22%-79.9pp | 78.13%-62.8pp | 345.43%-330.1pp |
| Employer contribution / active EE | $8,000 | $3,139+154.8% | $2,855+180.2% | $4,764+67.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $225 | $6,175-96.4% | $5,354-95.8% | $11,599-98.1% |