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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 | $48,447 | $110,551-56.2% | $80,741-40.0% | $167,518-71.1% |
| Participation rate | 15.4% | 64.0%-48.6pp | 54.2%-38.8pp | 82.1%-66.7pp |
| Annual return | 9.39% | 120.57%-111.2pp | 87.30%-77.9pp | 478.71%-469.3pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,000 | $2,870+4.5% | $2,145+39.8% | $6,342-52.7% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |