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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 | $60,618 | $96,419-37.1% | $80,648-24.8% | $139,487-56.5% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.2pp | 80.3%-37.5pp |
| Annual return | 16.55% | 1352.86%-1336.3pp | 937.21%-920.7pp | 373.84%-357.3pp |
| Employer contribution / active EE | $1,433 | $3,261-56.0% | $2,724-47.4% | $4,755-69.9% |
| Participant deferral / active EE | $5,219 | $5,225-0.1% | $4,443+17.5% | $6,713-22.3% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |