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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 | $25,805 | $108,882-76.3% | $96,754-73.3% | $154,746-83.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 59.99% | 98.39%-38.4pp | 82.04%-22.0pp | 172.34%-112.3pp |
| Employer contribution / active EE | $1,003 | $3,018-66.8% | $2,679-62.6% | $4,379-77.1% |
| Participant deferral / active EE | $5,269 | $5,323-1.0% | $4,758+10.7% | $6,730-21.7% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |