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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 | $24,477 | $114,073-78.5% | $96,161-74.5% | $167,518-85.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 14.33% | 189.95%-175.6pp | 192.01%-177.7pp | 478.71%-464.4pp |
| Employer contribution / active EE | $1,038 | $3,428-69.7% | $2,798-62.9% | $4,838-78.5% |
| Participant deferral / active EE | $4,115 | $5,195-20.8% | $4,349-5.4% | $6,342-35.1% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |