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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 | $64,430 | $88,710-27.4% | $81,783-21.2% | $145,959-55.9% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.4%-14.0pp | 80.3%-22.0pp |
| Annual return | 11.19% | 1027.26%-1016.1pp | 775.05%-763.9pp | 561.95%-550.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,360 | $4,645+58.5% | $4,320+70.4% | $6,689+10.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |