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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 | $17,157 | $99,011-82.7% | $86,582-80.2% | $147,586-88.4% |
| Participation rate | 54.5% | 76.3%-21.8pp | 73.5%-19.0pp | 82.8%-28.3pp |
| Annual return | 17.43% | 1312.75%-1295.3pp | 965.08%-947.7pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,517 | $3,132-51.6% | $2,839-46.6% | $4,876-68.9% |
| Participant deferral / active EE | $3,356 | $3,972-15.5% | $3,609-7.0% | $5,439-38.3% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |