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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 | $55,387 | $76,608-27.7% | $56,077-1.2% | $145,877-62.0% |
| Participation rate | 10.0% | 63.2%-53.2pp | 52.5%-42.5pp | 80.3%-70.3pp |
| Annual return | 16.31% | 3009.59%-2993.3pp | 1709.28%-1693.0pp | 551.28%-535.0pp |
| Employer contribution / active EE | $251 | $1,382-81.9% | $1,040-75.9% | $4,663-94.6% |
| Participant deferral / active EE | $2,106 | $2,624-19.7% | $1,954+7.8% | $6,691-68.5% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |