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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 | $52,757 | $109,863-52.0% | $98,477-46.4% | $167,518-68.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 26.82% | 1958.09%-1931.3pp | 1493.59%-1466.8pp | 478.71%-451.9pp |
| Employer contribution / active EE | $869 | $3,225-73.1% | $2,961-70.6% | $4,838-82.0% |
| Participant deferral / active EE | $1,997 | $4,673-57.3% | $4,276-53.3% | $6,342-68.5% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |