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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 | $79,736 | $198,462-59.8% | $170,439-53.2% | $147,585-46.0% |
| Participation rate | 63.2% | 88.0%-24.8pp | 83.6%-20.4pp | 82.8%-19.7pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.58%-578.6pp |
| Employer contribution / active EE | $3,265 | $6,184-47.2% | $5,433-39.9% | $4,876-33.0% |
| Participant deferral / active EE | $3,975 | $5,629-29.4% | $4,939-19.5% | $5,439-26.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |