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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 | $82,080 | $100,938-18.7% | $90,461-9.3% | $158,982-48.4% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 8.84% | 1727.20%-1718.4pp | 1294.76%-1285.9pp | 302.99%-294.2pp |
| Employer contribution / active EE | $1,217 | $3,691-67.0% | $3,264-62.7% | $4,763-74.4% |
| Participant deferral / active EE | $6,879 | $4,350+58.1% | $3,964+73.5% | $5,983+15.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |