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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 | $23,560 | $72,426-67.5% | $67,560-65.1% | $145,897-83.9% |
| Participation rate | 35.7% | 76.9%-41.2pp | 72.9%-37.2pp | 80.3%-44.6pp |
| Annual return | 11.92% | 7226.78%-7214.9pp | 3533.50%-3521.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,441 | $3,074-20.6% | $2,737-10.8% | $4,663-47.6% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |