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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 | $14,826 | $111,814-86.7% | $93,654-84.2% | $145,959-89.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 18.57% | 203.30%-184.7pp | 133.34%-114.8pp | 561.95%-543.4pp |
| Employer contribution / active EE | $3,384 | $3,092+9.5% | $2,421+39.8% | $4,661-27.4% |
| Participant deferral / active EE | $3,832 | $4,914-22.0% | $4,413-13.2% | $6,689-42.7% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |