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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 | $19,198 | $99,011-80.6% | $86,582-77.8% | $147,586-87.0% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 18.35% | 1312.75%-1294.4pp | 965.08%-946.7pp | 578.59%-560.2pp |
| Employer contribution / active EE | $1,219 | $3,132-61.1% | $2,839-57.1% | $4,876-75.0% |
| Participant deferral / active EE | $1,219 | $3,972-69.3% | $3,609-66.2% | $5,439-77.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |