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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 | $81,747 | $112,935-27.6% | $90,970-10.1% | $158,966-48.6% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 12.62% | 215.79%-203.2pp | 134.58%-122.0pp | 302.95%-290.3pp |
| Employer contribution / active EE | $3,085 | $2,895+6.6% | $2,122+45.3% | $4,762-35.2% |
| Participant deferral / active EE | $3,858 | $4,129-6.6% | $3,373+14.4% | $5,983-35.5% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |