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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 | $15,220 | $81,664-81.4% | $70,476-78.4% | $158,966-90.4% |
| Participation rate | 68.8% | 77.7%-9.0pp | 75.1%-6.3pp | 82.0%-13.2pp |
| Annual return | 65.48% | 208.59%-143.1pp | 109.12%-43.6pp | 302.95%-237.5pp |
| Employer contribution / active EE | $2,652 | $3,219-17.6% | $2,738-3.1% | $4,762-44.3% |
| Participant deferral / active EE | $3,615 | $4,556-20.7% | $3,710-2.6% | $5,983-39.6% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |