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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 | $18,424 | $173,397-89.4% | $135,987-86.5% | $145,877-87.4% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.4%-33.6pp | 80.3%-37.4pp |
| Annual return | 23.07% | 1166.18%-1143.1pp | 580.01%-556.9pp | 551.28%-528.2pp |
| Employer contribution / active EE | $1,762 | $5,281-66.6% | $4,214-58.2% | $4,663-62.2% |
| Participant deferral / active EE | $6,049 | $8,710-30.6% | $7,027-13.9% | $6,691-9.6% |
| Admin fee / account holder | $80 | $9,663-99.2% | $6,716-98.8% | $13,402-99.4% |