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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 | $43,439 | $133,998-67.6% | $112,263-61.3% | $134,545-67.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | 257.39% | 47.17%+210.2pp | 27.49%+229.9pp | 418.37%-161.0pp |
| Employer contribution / active EE | $1,907 | $4,040-52.8% | $3,636-47.6% | $4,742-59.8% |
| Participant deferral / active EE | $4,237 | $5,292-19.9% | $4,729-10.4% | $6,401-33.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |