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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 | $74,955 | $84,685-11.5% | $73,836+1.5% | $125,389-40.2% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | 0.78% | 3123.80%-3123.0pp | 2268.06%-2267.3pp | 282.24%-281.5pp |
| Employer contribution / active EE | $2,828 | $3,123-9.4% | $2,787+1.5% | $4,866-41.9% |
| Participant deferral / active EE | $2,733 | $3,993-31.5% | $3,583-23.7% | $5,352-48.9% |
| Admin fee / account holder | $65 | $5,694-98.9% | $4,882-98.7% | $9,541-99.3% |