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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 | $36,859 | $96,388-61.8% | $80,627-54.3% | $139,466-73.6% |
| Participation rate | 54.5% | 73.6%-19.1pp | 67.0%-12.5pp | 80.3%-25.8pp |
| Annual return | 18.52% | 1352.08%-1333.6pp | 936.76%-918.2pp | 373.66%-355.1pp |
| Employer contribution / active EE | $2,398 | $3,260-26.4% | $2,723-11.9% | $4,754-49.6% |
| Participant deferral / active EE | $4,633 | $5,224-11.3% | $4,443+4.3% | $6,712-31.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |