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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 | $42,691 | $100,004-57.3% | $81,438-47.6% | $145,959-70.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 12.31% | 34.34%-22.0pp | 24.74%-12.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,190 | $4,603-74.1% | $3,883-69.4% | $6,689-82.2% |
| Admin fee / account holder | $12 | $8,202-99.9% | $5,764-99.8% | $13,398-99.9% |