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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 | $39,436 | $175,257-77.5% | $149,717-73.7% | $139,456-71.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 21.45% | 166.70%-145.3pp | 134.41%-113.0pp | 373.45%-352.0pp |
| Employer contribution / active EE | $2,705 | $5,477-50.6% | $4,820-43.9% | $4,753-43.1% |
| Participant deferral / active EE | $3,689 | $6,521-43.4% | $5,682-35.1% | $6,711-45.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |