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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 | $13,549 | $108,701-87.5% | $74,723-81.9% | $152,909-91.1% |
| Participation rate | 50.0% | 65.4%-15.4pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 35.09% | 114.12%-79.0pp | 753.18%-718.1pp | 345.46%-310.4pp |
| Employer contribution / active EE | $918 | $1,504-39.0% | $1,084-15.3% | $4,764-80.7% |
| Participant deferral / active EE | $2,157 | $2,709-20.4% | $1,962+10.0% | $5,851-63.1% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |