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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 | $46,934 | $81,664-42.5% | $70,476-33.4% | $158,966-70.5% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 17.27% | 208.59%-191.3pp | 109.12%-91.8pp | 302.95%-285.7pp |
| Employer contribution / active EE | $372 | $3,219-88.4% | $2,738-86.4% | $4,762-92.2% |
| Participant deferral / active EE | $4,830 | $4,556+6.0% | $3,710+30.2% | $5,983-19.3% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |