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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 | $14,423 | $114,130-87.4% | $96,192-85.0% | $167,553-91.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 24.75% | 190.07%-165.3pp | 192.09%-167.3pp | 478.89%-454.1pp |
| Employer contribution / active EE | $1,586 | $3,431-53.8% | $2,799-43.4% | $4,840-67.2% |
| Participant deferral / active EE | $4,274 | $5,198-17.8% | $4,351-1.8% | $6,343-32.6% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |