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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 | $62,174 | $84,685-26.6% | $73,836-15.8% | $125,389-50.4% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 3.15% | 3123.80%-3120.6pp | 2268.06%-2264.9pp | 282.24%-279.1pp |
| Employer contribution / active EE | $1,668 | $3,123-46.6% | $2,787-40.1% | $4,866-65.7% |
| Participant deferral / active EE | $3,468 | $3,993-13.1% | $3,583-3.2% | $5,352-35.2% |
| Admin fee / account holder | $12 | $5,694-99.8% | $4,882-99.8% | $9,541-99.9% |