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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 | $22,586 | $99,011-77.2% | $86,582-73.9% | $147,586-84.7% |
| Participation rate | 58.3% | 76.3%-18.0pp | 73.5%-15.2pp | 82.8%-24.5pp |
| Annual return | 13.62% | 1312.75%-1299.1pp | 965.08%-951.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,043 | $3,972+52.1% | $3,609+67.5% | $5,439+11.1% |
| Admin fee / account holder | $122 | $5,709-97.9% | $4,904-97.5% | $10,886-98.9% |