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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 | $89,624 | $121,656-26.3% | $104,614-14.3% | $158,950-43.6% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 58.48% | 465.51%-407.0pp | 340.56%-282.1pp | 302.91%-244.4pp |
| Employer contribution / active EE | $1,562 | $3,164-50.6% | $2,681-41.7% | $4,762-67.2% |
| Participant deferral / active EE | $2,681 | $4,177-35.8% | $3,739-28.3% | $5,983-55.2% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |