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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 | $51,996 | $106,003-50.9% | $92,236-43.6% | $147,585-64.8% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 29.52% | 50.05%-20.5pp | 176.29%-146.8pp | 578.57%-549.1pp |
| Employer contribution / active EE | $1,143 | $4,333-73.6% | $3,679-68.9% | $4,876-76.6% |
| Participant deferral / active EE | $4,664 | $4,478+4.2% | $3,897+19.7% | $5,439-14.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |