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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 | $77,143 | $110,629-30.3% | $80,784-4.5% | $167,553-54.0% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 51.59% | 120.58%-69.0pp | 87.31%-35.7pp | 478.89%-427.3pp |
| Employer contribution / active EE | $3,910 | $1,543+153.4% | $1,160+237.0% | $4,840-19.2% |
| Participant deferral / active EE | $8,667 | $2,871+201.9% | $2,145+304.0% | $6,343+36.6% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |