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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 | $21,668 | $100,911-78.5% | $90,440-76.0% | $158,966-86.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 19.50% | 1726.62%-1707.1pp | 1294.38%-1274.9pp | 302.95%-283.5pp |
| Employer contribution / active EE | $596 | $3,690-83.8% | $3,263-81.7% | $4,762-87.5% |
| Participant deferral / active EE | $6,502 | $4,348+49.5% | $3,964+64.0% | $5,983+8.7% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |