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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 | $25,375 | $99,031-74.4% | $86,597-70.7% | $147,585-82.8% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 35.90% | 1312.56%-1276.7pp | 964.96%-929.1pp | 578.57%-542.7pp |
| Employer contribution / active EE | $1,472 | $3,132-53.0% | $2,840-48.2% | $4,876-69.8% |
| Participant deferral / active EE | $3,684 | $3,972-7.2% | $3,609+2.1% | $5,439-32.3% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |