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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 | $43,724 | $107,363-59.3% | $92,909-52.9% | $152,897-71.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 25.89% | 145.63%-119.7pp | 109.44%-83.5pp | 345.43%-319.5pp |
| Employer contribution / active EE | $2,256 | $4,222-46.6% | $3,653-38.3% | $4,764-52.6% |
| Participant deferral / active EE | $6,772 | $4,848+39.7% | $4,238+59.8% | $5,851+15.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |