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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 | $65,178 | $114,130-42.9% | $96,192-32.2% | $167,553-61.1% |
| Participation rate | 21.4% | 75.1%-53.6pp | 68.4%-47.0pp | 82.1%-60.7pp |
| Annual return | 13.38% | 190.07%-176.7pp | 192.09%-178.7pp | 478.89%-465.5pp |
| Employer contribution / active EE | $475 | $3,431-86.1% | $2,799-83.0% | $4,840-90.2% |
| Participant deferral / active EE | $5,175 | $5,198-0.4% | $4,351+18.9% | $6,343-18.4% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |