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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 | $51,401 | $129,737-60.4% | $119,126-56.9% | $154,746-66.8% |
| Participation rate | 58.3% | 78.9%-20.5pp | 75.8%-17.4pp | 80.7%-22.4pp |
| Annual return | 20.11% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,416 | $4,375-44.8% | $4,034-40.1% | $4,379-44.8% |
| Participant deferral / active EE | $5,712 | $5,842-2.2% | $5,318+7.4% | $6,730-15.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |