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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 | $47,939 | $100,147-52.1% | $81,286-41.0% | $145,877-67.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 12.39% | 34.44%-22.0pp | 24.80%-12.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |