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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 | $87,707 | $100,911-13.1% | $90,440-3.0% | $158,966-44.8% |
| Participation rate | 43.8% | 75.0%-31.3pp | 72.7%-28.9pp | 82.0%-38.2pp |
| Annual return | 13.20% | 1726.62%-1713.4pp | 1294.38%-1281.2pp | 302.95%-289.8pp |
| Employer contribution / active EE | $654 | $3,690-82.3% | $3,263-80.0% | $4,762-86.3% |
| Participant deferral / active EE | $2,843 | $4,348-34.6% | $3,964-28.3% | $5,983-52.5% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |