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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 | $39,222 | $168,626-76.7% | $133,698-70.7% | $145,897-73.1% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.4%-13.9pp | 80.3%-17.8pp |
| Annual return | 20.67% | 1168.99%-1148.3pp | 580.90%-560.2pp | 552.29%-531.6pp |
| Employer contribution / active EE | $1,899 | $5,290-64.1% | $4,218-55.0% | $4,663-59.3% |
| Participant deferral / active EE | $7,821 | $8,688-10.0% | $7,016+11.5% | $6,689+16.9% |
| Admin fee / account holder | $0 | $9,638-100.0% | $6,703-100.0% | $13,390-100.0% |