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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 | $60,636 | $99,011-38.8% | $86,582-30.0% | $147,586-58.9% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 24.15% | 1312.75%-1288.6pp | 965.08%-940.9pp | 578.59%-554.4pp |
| Employer contribution / active EE | $2,423 | $3,132-22.6% | $2,839-14.7% | $4,876-50.3% |
| Participant deferral / active EE | $8,000 | $3,972+101.4% | $3,609+121.7% | $5,439+47.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |