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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 | $49,666 | $96,361-48.5% | $80,607-38.4% | $139,456-64.4% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 27.76% | 1350.95%-1323.2pp | 936.11%-908.3pp | 373.45%-345.7pp |
| Employer contribution / active EE | $1,021 | $3,262-68.7% | $2,724-62.5% | $4,753-78.5% |
| Participant deferral / active EE | $1,116 | $5,232-78.7% | $4,448-74.9% | $6,711-83.4% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |