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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 | $72,396-67.5% | $67,511-65.1% | $145,959-83.9% |
| Participation rate | 35.7% | 76.9%-41.1pp | 72.9%-37.2pp | 80.3%-44.6pp |
| Annual return | 11.92% | 7194.07%-7182.2pp | 3517.41%-3505.5pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,441 | $3,071-20.5% | $2,733-10.7% | $4,661-47.6% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |