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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 | $18,848 | $99,011-81.0% | $86,582-78.2% | $147,586-87.2% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 22.51% | 1312.75%-1290.2pp | 965.08%-942.6pp | 578.59%-556.1pp |
| Employer contribution / active EE | $1,432 | $3,132-54.3% | $2,839-49.6% | $4,876-70.6% |
| Participant deferral / active EE | $5,435 | $3,972+36.8% | $3,609+50.6% | $5,439-0.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |