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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 | $36,962 | $102,663-64.0% | $86,216-57.1% | $139,466-73.5% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 18.63% | 1924.52%-1905.9pp | 1169.42%-1150.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,628 | $3,035-46.4% | $2,382-31.7% | $4,754-65.8% |
| Participant deferral / active EE | $5,110 | $4,677+9.2% | $3,986+28.2% | $6,712-23.9% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |