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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 | $43,811 | $81,664-46.4% | $70,476-37.8% | $158,966-72.4% |
| Participation rate | 45.5% | 77.7%-32.3pp | 75.1%-29.6pp | 82.0%-36.5pp |
| Annual return | 20.33% | 208.59%-188.3pp | 109.12%-88.8pp | 302.95%-282.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,882 | $4,556-58.7% | $3,710-49.3% | $5,983-68.5% |
| Admin fee / account holder | $178 | $6,197-97.1% | $3,847-95.4% | $11,250-98.4% |