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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 | $77,732 | $109,411-29.0% | $89,435-13.1% | $158,982-51.1% |
| Participation rate | 22.2% | 74.3%-52.1pp | 68.0%-45.8pp | 82.0%-59.7pp |
| Annual return | 19.19% | 345.68%-326.5pp | 245.55%-226.4pp | 302.99%-283.8pp |
| Employer contribution / active EE | $905 | $3,173-71.5% | $2,587-65.0% | $4,763-81.0% |
| Participant deferral / active EE | $1,528 | $4,600-66.8% | $3,890-60.7% | $5,983-74.5% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |