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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 | $129,802 | $226,135-42.6% | $182,558-28.9% | $152,909-15.1% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.0%-32.5pp | 82.5%-37.0pp |
| Annual return | 19.54% | 192.60%-173.1pp | 148.59%-129.0pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,422 | $4,979-71.4% | $4,076-65.1% | $4,764-70.1% |
| Participant deferral / active EE | $2,086 | $6,371-67.2% | $5,526-62.2% | $5,851-64.3% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |