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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 | $86,974 | $106,005-18.0% | $92,239-5.7% | $147,585-41.1% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 17.66% | 50.05%-32.4pp | 176.29%-158.6pp | 578.58%-560.9pp |
| Employer contribution / active EE | $1,268 | $4,333-70.7% | $3,680-65.6% | $4,876-74.0% |
| Participant deferral / active EE | $1,268 | $4,478-71.7% | $3,897-67.5% | $5,439-76.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |