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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 | $23,382 | $138,102-83.1% | $125,381-81.4% | $134,532-82.6% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | 396.53% | 750.73%-354.2pp | 572.31%-175.8pp | 418.27%-21.7pp |
| Employer contribution / active EE | $1,932 | $5,245-63.2% | $4,815-59.9% | $4,741-59.2% |
| Participant deferral / active EE | $4,242 | $7,801-45.6% | $7,448-43.0% | $6,401-33.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |