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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 | $62,041 | $103,008-39.8% | $90,304-31.3% | $152,897-59.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 34.28% | 95.22%-60.9pp | 78.13%-43.9pp | 345.43%-311.2pp |
| Employer contribution / active EE | $1,108 | $3,139-64.7% | $2,855-61.2% | $4,764-76.7% |
| Participant deferral / active EE | $6,424 | $4,281+50.0% | $3,885+65.4% | $5,851+9.8% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |