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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 | $58,299 | $108,695-46.4% | $74,722-22.0% | $152,897-61.9% |
| Participation rate | 50.0% | 65.4%-15.4pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 24.00% | 114.11%-90.1pp | 753.11%-729.1pp | 345.43%-321.4pp |
| Employer contribution / active EE | $875 | $1,504-41.8% | $1,084-19.3% | $4,764-81.6% |
| Participant deferral / active EE | $2,436 | $2,712-10.2% | $1,963+24.1% | $5,851-58.4% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |