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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 | $37,753 | $114,073-66.9% | $96,161-60.7% | $167,518-77.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 17.32% | 189.95%-172.6pp | 192.01%-174.7pp | 478.71%-461.4pp |
| Employer contribution / active EE | $1,570 | $3,428-54.2% | $2,798-43.9% | $4,838-67.5% |
| Participant deferral / active EE | $5,540 | $5,195+6.6% | $4,349+27.4% | $6,342-12.6% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |