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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 | $56,096 | $99,079-43.4% | $78,002-28.1% | $273,972-79.5% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.5%-10.8pp | 83.0%-18.3pp |
| Annual return | 6.62% | 217.93%-211.3pp | 425.99%-419.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,504 | $3,308-54.5% | $2,470-39.1% | $4,869-69.1% |
| Participant deferral / active EE | $1,503 | $4,306-65.1% | $3,497-57.0% | $5,287-71.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |