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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 | $71,720 | $102,393-30.0% | $147,041-51.2% | $80,911-11.4% |
| Participation rate | 48.0% | 75.9%-27.9pp | 82.2%-34.2pp | 67.6%-19.6pp |
| Annual return | 12.28% | 134.95%-122.7pp | 419.21%-406.9pp | 35.63%-23.3pp |
| Employer contribution / active EE | $2,123 | $3,715-42.9% | $4,935-57.0% | $2,756-23.0% |
| Participant deferral / active EE | $3,792 | $6,647-42.9% | $8,071-53.0% | $4,297-11.7% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |