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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 | $52,956 | $99,011-46.5% | $86,582-38.8% | $147,586-64.1% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 24.42% | 1312.75%-1288.3pp | 965.08%-940.7pp | 578.59%-554.2pp |
| Employer contribution / active EE | $3,199 | $3,132+2.1% | $2,839+12.6% | $4,876-34.4% |
| Participant deferral / active EE | $8,567 | $3,972+115.7% | $3,609+137.4% | $5,439+57.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |