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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 | $17,189 | $114,073-84.9% | $96,161-82.1% | $167,518-89.7% |
| Participation rate | 62.5% | 75.1%-12.6pp | 68.4%-5.9pp | 82.1%-19.6pp |
| Annual return | 17.70% | 189.95%-172.2pp | 192.01%-174.3pp | 478.71%-461.0pp |
| Employer contribution / active EE | $825 | $3,428-75.9% | $2,798-70.5% | $4,838-83.0% |
| Participant deferral / active EE | $3,184 | $5,195-38.7% | $4,349-26.8% | $6,342-49.8% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |