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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 | $70,968 | $176,105-59.7% | $159,474-55.5% | $167,536-57.6% |
| Participation rate | 68.8% | 85.0%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 24.99% | 331.91%-306.9pp | 263.68%-238.7pp | 478.82%-453.8pp |
| Employer contribution / active EE | $1,607 | $5,299-69.7% | $4,831-66.7% | $4,839-66.8% |
| Participant deferral / active EE | $4,337 | $7,751-44.1% | $7,353-41.0% | $6,342-31.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |