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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 | $28,079 | $165,361-83.0% | $149,715-81.2% | $158,950-82.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 26.63% | 348.24%-321.6pp | 276.66%-250.0pp | 302.91%-276.3pp |
| Employer contribution / active EE | $969 | $5,103-81.0% | $4,645-79.1% | $4,762-79.6% |
| Participant deferral / active EE | $3,877 | $7,182-46.0% | $6,842-43.3% | $5,983-35.2% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |