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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 | $38,147 | $81,763-53.3% | $58,561-34.9% | $139,466-72.6% |
| Participation rate | 54.5% | 61.3%-6.8pp | 50.9%+3.7pp | 80.3%-25.8pp |
| Annual return | 22.00% | 7427.77%-7405.8pp | 4251.33%-4229.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,397 | $1,398-0.1% | $1,053+32.6% | $4,754-70.6% |
| Participant deferral / active EE | $4,437 | $2,555+73.7% | $1,923+130.7% | $6,712-33.9% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |