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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 | $100,488 | $149,040-32.6% | $120,225-16.4% | $137,256-26.8% |
| Participation rate | 37.5% | 75.4%-37.9pp | 69.6%-32.1pp | 80.0%-42.5pp |
| Annual return | 16.69% | 605.68%-589.0pp | 439.23%-422.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,466 | $4,350-66.3% | $3,475-57.8% | $4,156-64.7% |
| Participant deferral / active EE | $3,816 | $4,655-18.0% | $3,999-4.6% | $6,407-40.4% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |