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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 | $59,284 | $102,663-42.3% | $86,216-31.2% | $139,466-57.5% |
| Participation rate | 46.2% | 74.5%-28.4pp | 69.0%-22.8pp | 80.3%-34.2pp |
| Annual return | 18.18% | 1924.52%-1906.3pp | 1169.42%-1151.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,585 | $3,035-47.8% | $2,382-33.4% | $4,754-66.7% |
| Participant deferral / active EE | $5,518 | $4,677+18.0% | $3,986+38.4% | $6,712-17.8% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |