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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 | $36,109 | $99,009-63.5% | $86,581-58.3% | $147,585-75.5% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 16.93% | 1312.70%-1295.8pp | 965.06%-948.1pp | 578.58%-561.7pp |
| Employer contribution / active EE | $1,105 | $3,132-64.7% | $2,840-61.1% | $4,876-77.3% |
| Participant deferral / active EE | $1,105 | $3,972-72.2% | $3,609-69.4% | $5,439-79.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |