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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 | $25,213 | $99,011-74.5% | $86,582-70.9% | $147,586-82.9% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 26.69% | 1312.75%-1286.1pp | 965.08%-938.4pp | 578.59%-551.9pp |
| Employer contribution / active EE | $1,946 | $3,132-37.9% | $2,839-31.5% | $4,876-60.1% |
| Participant deferral / active EE | $2,813 | $3,972-29.2% | $3,609-22.0% | $5,439-48.3% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |