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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 | $45,128 | $129,737-65.2% | $119,126-62.1% | $154,746-70.8% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 17.59% | 379.08%-361.5pp | 282.11%-264.5pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,417 | $4,375-67.6% | $4,034-64.9% | $4,379-67.6% |
| Participant deferral / active EE | $4,092 | $5,842-30.0% | $5,318-23.1% | $6,730-39.2% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |