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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 | $50,580 | $60,128-15.9% | $90,440-44.1% | $79,852-36.7% |
| Participation rate | 31.7% | 65.0%-33.2pp | 72.7%-40.9pp | 69.6%-37.9pp |
| Annual return | 20.55% | 71.95%-51.4pp | 1294.38%-1273.8pp | 31.72%-11.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,534 | $2,939-47.8% | $3,964-61.3% | $3,740-59.0% |
| Admin fee / account holder | $4 | $3,977-99.9% | $5,615-99.9% | $5,306-99.9% |