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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 | $19,867 | $95,917-79.3% | $79,583-75.0% | $134,545-85.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | 233.34% | -2.70%+236.0pp | 0.16%+233.2pp | 418.37%-185.0pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |