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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 | $61,867 | $103,038-40.0% | $90,324-31.5% | $152,909-59.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 28.66% | 95.25%-66.6pp | 78.15%-49.5pp | 345.46%-316.8pp |
| Employer contribution / active EE | $1,243 | $3,141-60.4% | $2,856-56.5% | $4,764-73.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |