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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 | $38,854 | $129,217-69.9% | $93,406-58.4% | $158,950-75.6% |
| Participation rate | 50.0% | 71.0%-21.0pp | 66.8%-16.8pp | 82.0%-32.0pp |
| Annual return | 21.83% | 118.21%-96.4pp | 78.05%-56.2pp | 302.91%-281.1pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $929 | $3,909-76.2% | $3,126-70.3% | $5,983-84.5% |
| Admin fee / account holder | $200 | $7,383-97.3% | $5,230-96.2% | $11,248-98.2% |