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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 | $44,521 | $76,519-41.8% | $56,025-20.5% | $145,897-69.5% |
| Participation rate | 52.9% | 63.2%-10.3pp | 52.5%+0.4pp | 80.3%-27.4pp |
| Annual return | 82.42% | 3017.03%-2934.6pp | 1712.69%-1630.3pp | 552.29%-469.9pp |
| Employer contribution / active EE | $753 | $1,383-45.6% | $1,042-27.7% | $4,663-83.9% |
| Participant deferral / active EE | $1,581 | $2,624-39.8% | $1,955-19.1% | $6,689-76.4% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |