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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 | $111,785-53.1% | $93,669-44.1% | $145,877-64.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 13.99% | 203.79%-189.8pp | 133.59%-119.6pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,549 | $3,096-50.0% | $2,424-36.1% | $4,663-66.8% |
| Participant deferral / active EE | $1,866 | $4,919-62.1% | $4,416-57.7% | $6,691-72.1% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |