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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 | $14,174 | $81,696-82.7% | $70,494-79.9% | $158,982-91.1% |
| Participation rate | 52.6% | 77.7%-25.1pp | 75.1%-22.4pp | 82.0%-29.3pp |
| Annual return | 51.90% | 208.70%-156.8pp | 109.16%-57.3pp | 302.99%-251.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,826 | $4,558+5.9% | $3,711+30.1% | $5,983-19.3% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |