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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 | $24,424 | $107,363-77.3% | $92,909-73.7% | $152,897-84.0% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 35.65% | 145.63%-110.0pp | 109.44%-73.8pp | 345.43%-309.8pp |
| Employer contribution / active EE | $2,225 | $4,222-47.3% | $3,653-39.1% | $4,764-53.3% |
| Participant deferral / active EE | $9,079 | $4,848+87.3% | $4,238+114.2% | $5,851+55.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |