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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 | $41,431 | $76,608-45.9% | $56,077-26.1% | $145,877-71.6% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 16.24% | 3009.59%-2993.3pp | 1709.28%-1693.0pp | 551.28%-535.0pp |
| Employer contribution / active EE | $2,018 | $1,382+46.0% | $1,040+94.0% | $4,663-56.7% |
| Participant deferral / active EE | $3,480 | $2,624+32.6% | $1,954+78.1% | $6,691-48.0% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |