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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 | $44,223 | $103,008-57.1% | $90,304-51.0% | $152,897-71.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 37.42% | 95.22%-57.8pp | 78.13%-40.7pp | 345.43%-308.0pp |
| Employer contribution / active EE | $943 | $3,139-70.0% | $2,855-67.0% | $4,764-80.2% |
| Participant deferral / active EE | $9,500 | $4,281+121.9% | $3,885+144.5% | $5,851+62.4% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |