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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 | $31,451 | $99,011-68.2% | $86,582-63.7% | $147,586-78.7% |
| Participation rate | 36.4% | 76.3%-40.0pp | 73.5%-37.2pp | 82.8%-46.5pp |
| Annual return | 19.61% | 1312.75%-1293.1pp | 965.08%-945.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $529 | $3,132-83.1% | $2,839-81.4% | $4,876-89.2% |
| Participant deferral / active EE | $2,014 | $3,972-49.3% | $3,609-44.2% | $5,439-63.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |