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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 | $62,953 | $84,708-25.7% | $75,714-16.9% | $167,536-62.4% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.8%-38.5pp | 82.1%-45.7pp |
| Annual return | 18.98% | 199.62%-180.6pp | 104.62%-85.6pp | 478.82%-459.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,113 | $4,577+11.7% | $3,820+33.8% | $6,342-19.4% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |