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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 | $30,844 | $109,872-71.9% | $98,483-68.7% | $167,536-81.6% |
| Participation rate | 44.4% | 75.8%-31.4pp | 73.3%-28.9pp | 82.1%-37.7pp |
| Annual return | 15.71% | 1959.31%-1943.6pp | 1494.38%-1478.7pp | 478.82%-463.1pp |
| Employer contribution / active EE | $3,980 | $3,225+23.4% | $2,961+34.4% | $4,839-17.8% |
| Participant deferral / active EE | $6,045 | $4,673+29.3% | $4,276+41.3% | $6,342-4.7% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |