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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 | $54,027 | $99,011-45.4% | $86,582-37.6% | $147,586-63.4% |
| Participation rate | 30.8% | 76.3%-45.6pp | 73.5%-42.8pp | 82.8%-52.1pp |
| Annual return | 16.81% | 1312.75%-1295.9pp | 965.08%-948.3pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,875 | $3,132-40.1% | $2,839-34.0% | $4,876-61.6% |
| Participant deferral / active EE | $2,294 | $3,972-42.2% | $3,609-36.4% | $5,439-57.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |