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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 | $21,781 | $175,231-87.6% | $149,696-85.4% | $139,466-84.4% |
| Participation rate | 53.8% | 83.4%-29.5pp | 78.8%-24.9pp | 80.3%-26.5pp |
| Annual return | 21.02% | 166.77%-145.7pp | 134.46%-113.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $1,337 | $5,478-75.6% | $4,821-72.3% | $4,754-71.9% |
| Participant deferral / active EE | $4,607 | $6,521-29.3% | $5,682-18.9% | $6,712-31.4% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |