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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 | $38,682 | $72,426-46.6% | $67,560-42.7% | $145,897-73.5% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 13.31% | 7226.78%-7213.5pp | 3533.50%-3520.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $773 | $3,074-74.8% | $2,737-71.7% | $4,663-83.4% |
| Participant deferral / active EE | $3,964 | $4,785-17.2% | $4,004-1.0% | $6,689-40.7% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |