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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 | $59,877 | $99,009-39.5% | $86,581-30.8% | $147,585-59.4% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 21.40% | 1312.70%-1291.3pp | 965.06%-943.7pp | 578.58%-557.2pp |
| Employer contribution / active EE | $1,898 | $3,132-39.4% | $2,840-33.1% | $4,876-61.1% |
| Participant deferral / active EE | $3,345 | $3,972-15.8% | $3,609-7.3% | $5,439-38.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |