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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 | $48,315 | $96,419-49.9% | $80,648-40.1% | $139,487-65.4% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 23.88% | 1352.86%-1329.0pp | 937.21%-913.3pp | 373.84%-350.0pp |
| Employer contribution / active EE | $12,852 | $3,261+294.1% | $2,724+371.9% | $4,755+170.3% |
| Participant deferral / active EE | $1,535 | $5,225-70.6% | $4,443-65.5% | $6,713-77.1% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |