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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 | $51,593 | $99,009-47.9% | $86,581-40.4% | $147,585-65.0% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 22.61% | 1312.70%-1290.1pp | 965.06%-942.4pp | 578.58%-556.0pp |
| Employer contribution / active EE | $1,065 | $3,132-66.0% | $2,840-62.5% | $4,876-78.2% |
| Participant deferral / active EE | $4,145 | $3,972+4.4% | $3,609+14.9% | $5,439-23.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |