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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 | $13,165 | $104,577-87.4% | $76,667-82.8% | $152,909-91.4% |
| Participation rate | 53.3% | 76.6%-23.3pp | 72.1%-18.8pp | 82.5%-29.1pp |
| Annual return | 77.03% | 1014.36%-937.3pp | 1166.74%-1089.7pp | 345.46%-268.4pp |
| Employer contribution / active EE | $1,749 | $3,119-43.9% | $2,303-24.0% | $4,764-63.3% |
| Participant deferral / active EE | $4,590 | $4,237+8.3% | $3,336+37.6% | $5,851-21.6% |
| Admin fee / account holder | $17 | $12,290-99.9% | $6,423-99.7% | $11,601-99.9% |