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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 | $55,328 | $93,098-40.6% | $77,081-28.2% | $134,509-58.9% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | 415.85% | 62.63%+353.2pp | 42.33%+373.5pp | 418.13%-2.3pp |
| Employer contribution / active EE | $2,428 | $3,419-29.0% | $2,813-13.7% | $4,741-48.8% |
| Participant deferral / active EE | $4,621 | $5,239-11.8% | $4,428+4.4% | $6,400-27.8% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |