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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 | $45,954 | $202,342-77.3% | $172,752-73.4% | $152,897-69.9% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.5%-53.9pp |
| Annual return | 33.20% | 1029.83%-996.6pp | 802.97%-769.8pp | 345.43%-312.2pp |
| Employer contribution / active EE | $1,673 | $5,858-71.4% | $5,144-67.5% | $4,764-64.9% |
| Participant deferral / active EE | $2,882 | $5,948-51.5% | $5,198-44.6% | $5,851-50.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |