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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 | $74,970 | $102,429-26.8% | $147,096-49.0% | $80,925-7.4% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 15.57% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,885 | $3,716-22.4% | $4,936-41.6% | $2,756+4.7% |
| Participant deferral / active EE | $3,941 | $6,649-40.7% | $8,071-51.2% | $4,299-8.3% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |