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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 | $41,361 | $72,465-42.9% | $67,575-38.8% | $145,884-71.6% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 13.58% | 7222.56%-7209.0pp | 3528.98%-3515.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,919 | $4,786-18.1% | $4,003-2.1% | $6,690-41.4% |
| Admin fee / account holder | $83 | $5,515-98.5% | $3,993-97.9% | $13,392-99.4% |