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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 | $54,792 | $58,726-6.7% | $142,898-61.7% | $85,851-36.2% |
| Participation rate | 60.5% | 58.5%+2.0pp | 72.0%-11.4pp | 69.3%-8.8pp |
| Annual return | 79.41% | 27.73%+51.7pp | 5639.64%-5560.2pp | 318.63%-239.2pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,294 | $2,609+218.0% | $3,838+116.1% | $3,952+109.9% |
| Admin fee / account holder | $66 | $4,234-98.4% | $6,560-99.0% | $6,261-98.9% |