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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 | $50,040 | $114,073-56.1% | $96,161-48.0% | $167,518-70.1% |
| Participation rate | 45.5% | 75.1%-29.6pp | 68.4%-23.0pp | 82.1%-36.7pp |
| Annual return | 16.49% | 189.95%-173.5pp | 192.01%-175.5pp | 478.71%-462.2pp |
| Employer contribution / active EE | $958 | $3,428-72.1% | $2,798-65.8% | $4,838-80.2% |
| Participant deferral / active EE | $4,291 | $5,195-17.4% | $4,349-1.3% | $6,342-32.3% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |