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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 | $45,557 | $84,741-46.2% | $75,731-39.8% | $167,553-72.8% |
| Participation rate | 42.1% | 77.8%-35.7pp | 74.8%-32.7pp | 82.1%-40.0pp |
| Annual return | 27.23% | 199.72%-172.5pp | 104.65%-77.4pp | 478.89%-451.7pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,779 | $4,577-39.3% | $3,820-27.2% | $6,343-56.2% |
| Admin fee / account holder | $177 | $5,361-96.7% | $3,620-95.1% | $12,316-98.6% |