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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 | $50,018 | $106,551-53.1% | $91,225-45.2% | $134,532-62.8% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | 4.20% | 160.78%-156.6pp | 114.12%-109.9pp | 418.27%-414.1pp |
| Employer contribution / active EE | $625 | $3,331-81.2% | $2,851-78.1% | $4,741-86.8% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |