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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 | $30,475 | $102,595-70.3% | $94,057-67.6% | $154,746-80.3% |
| Participation rate | 64.3% | 76.0%-11.7pp | 73.3%-9.1pp | 80.7%-16.4pp |
| Annual return | 22.85% | 583.42%-560.6pp | 480.62%-457.8pp | 172.34%-149.5pp |
| Employer contribution / active EE | $1,618 | $3,147-48.6% | $2,933-44.8% | $4,379-63.1% |
| Participant deferral / active EE | $4,389 | $5,118-14.3% | $4,709-6.8% | $6,730-34.8% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |