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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 | $45,160 | $99,009-54.4% | $86,581-47.8% | $147,585-69.4% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 27.68% | 1312.70%-1285.0pp | 965.06%-937.4pp | 578.58%-550.9pp |
| Employer contribution / active EE | $1,383 | $3,132-55.8% | $2,840-51.3% | $4,876-71.6% |
| Participant deferral / active EE | $6,187 | $3,972+55.7% | $3,609+71.4% | $5,439+13.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |