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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 | $44,709 | $88,815-49.7% | $81,882-45.4% | $145,897-69.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 18.68% | 1033.75%-1015.1pp | 779.47%-760.8pp | 552.29%-533.6pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,813 | $4,647+111.2% | $4,323+127.0% | $6,689+46.7% |
| Admin fee / account holder | $226 | $8,434-97.3% | $7,360-96.9% | $13,390-98.3% |