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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 | $74,498 | $104,520-28.7% | $76,823-3.0% | $152,885-51.3% |
| Participation rate | 63.6% | 76.6%-13.0pp | 72.1%-8.4pp | 82.5%-18.8pp |
| Annual return | 17.29% | 1014.03%-996.7pp | 1166.42%-1149.1pp | 345.39%-328.1pp |
| Employer contribution / active EE | $2,165 | $3,117-30.5% | $2,302-5.9% | $4,763-54.5% |
| Participant deferral / active EE | $3,683 | $4,236-13.0% | $3,336+10.4% | $5,851-37.0% |
| Admin fee / account holder | $0 | $12,283-100.0% | $6,422-100.0% | $11,598-100.0% |