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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 | $52,323 | $99,009-47.2% | $86,581-39.6% | $147,585-64.5% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 22.43% | 1312.70%-1290.3pp | 965.06%-942.6pp | 578.58%-556.2pp |
| Employer contribution / active EE | $3,126 | $3,132-0.2% | $2,840+10.1% | $4,876-35.9% |
| Participant deferral / active EE | $3,907 | $3,972-1.6% | $3,609+8.3% | $5,439-28.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |