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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 | $86,184 | $157,296-45.2% | $141,191-39.0% | $152,897-43.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 39.43% | 64.34%-24.9pp | 71.41%-32.0pp | 345.43%-306.0pp |
| Employer contribution / active EE | $2,500 | $5,262-52.5% | $4,736-47.2% | $4,764-47.5% |
| Participant deferral / active EE | $6,167 | $7,111-13.3% | $6,710-8.1% | $5,851+5.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |