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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 | $92,491 | $144,130-35.8% | $117,861-21.5% | $147,586-37.3% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 12.16% | 531.20%-519.0pp | 335.11%-322.9pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,616 | $4,897-67.0% | $3,786-57.3% | $4,876-66.9% |
| Participant deferral / active EE | $4,428 | $5,316-16.7% | $4,482-1.2% | $5,439-18.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |