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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 | $43,323 | $156,963-72.4% | $121,204-64.3% | $139,466-68.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 27.20% | 1476.75%-1449.5pp | 987.18%-960.0pp | 373.66%-346.5pp |
| Employer contribution / active EE | $2,181 | $5,544-60.7% | $4,170-47.7% | $4,754-54.1% |
| Participant deferral / active EE | $8,660 | $4,848+78.6% | $4,083+112.1% | $6,712+29.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |