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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 | $12,620 | $106,247-88.1% | $96,515-86.9% | $139,466-91.0% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 101.33% | 38.47%+62.9pp | 35.73%+65.6pp | 373.66%-272.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,754 | $5,456+42.1% | $4,880+58.9% | $6,712+15.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |