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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 | $24,674 | $106,008-76.7% | $92,240-73.2% | $147,586-83.3% |
| Participation rate | 47.4% | 80.4%-33.0pp | 76.5%-29.1pp | 82.8%-35.5pp |
| Annual return | 23.40% | 50.05%-26.7pp | 176.29%-152.9pp | 578.59%-555.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,238 | $4,478-50.0% | $3,897-42.6% | $5,439-58.8% |
| Admin fee / account holder | $192 | $6,333-97.0% | $5,194-96.3% | $10,886-98.2% |