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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 | $75,113 | $197,819-62.0% | $155,789-51.8% | $125,389-40.1% |
| Participation rate | 57.1% | 82.1%-24.9pp | 76.1%-19.0pp | 83.2%-26.0pp |
| Annual return | 0.11% | 86.73%-86.6pp | 71.54%-71.4pp | 282.24%-282.1pp |
| Employer contribution / active EE | $5,227 | $4,850+7.8% | $3,839+36.2% | $4,866+7.4% |
| Participant deferral / active EE | $7,116 | $5,631+26.4% | $4,798+48.3% | $5,352+33.0% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |