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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 | $40,359 | $108,912-62.9% | $100,383-59.8% | $145,959-72.3% |
| Participation rate | 69.2% | 83.0%-13.7pp | 81.5%-12.3pp | 80.3%-11.1pp |
| Annual return | 12.34% | 57.96%-45.6pp | 49.26%-36.9pp | 561.95%-549.6pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,560 | $8,451-69.7% | $8,086-68.3% | $6,689-61.7% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |