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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 | $49,673 | $102,382-51.5% | $147,005-66.2% | $80,874-38.6% |
| Participation rate | 59.3% | 75.8%-16.6pp | 82.2%-22.9pp | 67.6%-8.4pp |
| Annual return | 25.65% | 134.89%-109.2pp | 418.76%-393.1pp | 35.62%-10.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,715 | $6,646-14.0% | $8,070-29.2% | $4,297+33.0% |
| Admin fee / account holder | $55 | $7,942-99.3% | $13,006-99.6% | $6,935-99.2% |