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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 | $34,690 | $102,595-66.2% | $94,057-63.1% | $154,746-77.6% |
| Participation rate | 31.3% | 76.0%-44.7pp | 73.3%-42.1pp | 80.7%-49.5pp |
| Annual return | 18.80% | 583.42%-564.6pp | 480.62%-461.8pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,108 | $5,118-19.7% | $4,709-12.8% | $6,730-39.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |