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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 | $52,374 | $111,830-53.2% | $93,696-44.1% | $145,884-64.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 13.99% | 204.08%-190.1pp | 133.74%-119.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,549 | $3,093-49.9% | $2,422-36.0% | $4,662-66.8% |
| Participant deferral / active EE | $1,866 | $4,920-62.1% | $4,417-57.8% | $6,690-72.1% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |