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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 | $71,352 | $99,079-28.0% | $78,002-8.5% | $273,972-74.0% |
| Participation rate | 8.3% | 78.6%-70.2pp | 75.5%-67.2pp | 83.0%-74.7pp |
| Annual return | 14.42% | 217.93%-203.5pp | 425.99%-411.6pp | 41.46%-27.0pp |
| Employer contribution / active EE | $1,375 | $3,308-58.4% | $2,470-44.3% | $4,869-71.8% |
| Participant deferral / active EE | $1,500 | $4,306-65.2% | $3,497-57.1% | $5,287-71.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |