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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 | $65,958 | $180,749-63.5% | $160,784-59.0% | $137,256-51.9% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 23.25% | 2234.46%-2211.2pp | 1803.92%-1780.7pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,411 | $4,155-42.0% | $3,733-35.4% | $4,156-42.0% |
| Participant deferral / active EE | $4,056 | $6,844-40.7% | $6,293-35.5% | $6,407-36.7% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |