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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 | $50,454 | $73,518-31.4% | $63,005-19.9% | $147,585-65.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 20.47% | 175.46%-155.0pp | 87.59%-67.1pp | 578.58%-558.1pp |
| Employer contribution / active EE | $413 | $3,322-87.6% | $2,760-85.0% | $4,876-91.5% |
| Participant deferral / active EE | $6,120 | $4,183+46.3% | $3,329+83.8% | $5,439+12.5% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |