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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 | $19,965 | $160,040-87.5% | $147,096-86.4% | $145,877-86.3% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.5pp | 80.3%-27.7pp |
| Annual return | 57.60% | 98.49%-40.9pp | 419.75%-362.2pp | 551.28%-493.7pp |
| Employer contribution / active EE | $2,340 | $5,289-55.8% | $4,936-52.6% | $4,663-49.8% |
| Participant deferral / active EE | $6,017 | $8,429-28.6% | $8,071-25.5% | $6,691-10.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |