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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 | $54,260 | $88,702-38.8% | $81,780-33.7% | $145,978-62.8% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 18.87% | 1029.12%-1010.2pp | 776.27%-757.4pp | 550.52%-531.6pp |
| Employer contribution / active EE | $1,271 | $3,084-58.8% | $2,914-56.4% | $4,662-72.7% |
| Participant deferral / active EE | $3,038 | $4,645-34.6% | $4,321-29.7% | $6,690-54.6% |
| Admin fee / account holder | $4 | $8,414-100.0% | $7,384-99.9% | $13,400-100.0% |