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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 | $45,446 | $138,076-67.1% | $123,553-63.2% | $135,380-66.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 15.65% | 153.70%-138.1pp | 119.21%-103.6pp | 519.81%-504.2pp |
| Employer contribution / active EE | $2,331 | $5,152-54.8% | $4,628-49.6% | $4,779-51.2% |
| Participant deferral / active EE | $3,539 | $6,800-48.0% | $6,426-44.9% | $5,609-36.9% |
| Admin fee / account holder | $47 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |