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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 | $50,058 | $96,388-48.1% | $80,627-37.9% | $139,466-64.1% |
| Participation rate | 53.3% | 73.6%-20.3pp | 67.0%-13.7pp | 80.3%-27.0pp |
| Annual return | 21.73% | 1352.08%-1330.4pp | 936.76%-915.0pp | 373.66%-351.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,840 | $5,224-64.8% | $4,443-58.6% | $6,712-72.6% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |