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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 | $33,719 | $144,124-76.6% | $117,857-71.4% | $147,585-77.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 16.65% | 531.17%-514.5pp | 335.09%-318.4pp | 578.57%-561.9pp |
| Employer contribution / active EE | $891 | $4,897-81.8% | $3,786-76.5% | $4,876-81.7% |
| Participant deferral / active EE | $3,290 | $5,316-38.1% | $4,482-26.6% | $5,439-39.5% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |