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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 | $173,397-77.4% | $135,987-71.2% | $145,877-73.1% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.4%-13.9pp | 80.3%-17.8pp |
| Annual return | 20.67% | 1166.18%-1145.5pp | 580.01%-559.3pp | 551.28%-530.6pp |
| Employer contribution / active EE | $1,899 | $5,281-64.0% | $4,214-54.9% | $4,663-59.3% |
| Participant deferral / active EE | $7,821 | $8,710-10.2% | $7,027+11.3% | $6,691+16.9% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |