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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 | $49,909 | $106,548-53.2% | $91,219-45.3% | $134,493-62.9% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | 31.23% | 160.69%-129.5pp | 114.06%-82.8pp | 418.01%-386.8pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,233-100.0% | $5,421-100.0% | $11,425-100.0% |