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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 | $77,821 | $100,938-22.9% | $90,461-14.0% | $158,982-51.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 6.24% | 1727.20%-1721.0pp | 1294.76%-1288.5pp | 302.99%-296.7pp |
| Employer contribution / active EE | $2,740 | $3,691-25.8% | $3,264-16.0% | $4,763-42.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |