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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 | $32,571 | $68,097-52.2% | $62,929-48.2% | $137,256-76.3% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 12.45% | 1859.11%-1846.7pp | 1063.93%-1051.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,150 | $4,553+35.1% | $3,888+58.2% | $6,407-4.0% |
| Admin fee / account holder | $199 | $6,521-96.9% | $5,065-96.1% | $12,270-98.4% |