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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 | $27,126 | $175,257-84.5% | $149,717-81.9% | $139,456-80.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.29% | 166.70%-148.4pp | 134.41%-116.1pp | 373.45%-355.2pp |
| Employer contribution / active EE | $2,019 | $5,477-63.1% | $4,820-58.1% | $4,753-57.5% |
| Participant deferral / active EE | $4,516 | $6,521-30.7% | $5,682-20.5% | $6,711-32.7% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |