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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 | $70,505 | $111,830-37.0% | $93,696-24.8% | $145,884-51.7% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 10.04% | 204.08%-194.0pp | 133.74%-123.7pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,255 | $4,920-74.5% | $4,417-71.6% | $6,690-81.2% |
| Admin fee / account holder | $28 | $10,249-99.7% | $8,287-99.7% | $13,392-99.8% |