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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 | $39,972 | $97,761-59.1% | $83,850-52.3% | $135,382-70.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | 127.88% | 1287.44%-1159.6pp | 850.92%-723.0pp | 519.77%-391.9pp |
| Employer contribution / active EE | $2,914 | $4,222-31.0% | $3,631-19.8% | $4,779-39.0% |
| Participant deferral / active EE | $4,050 | $4,682-13.5% | $4,082-0.8% | $5,609-27.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |