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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 | $51,789 | $102,595-49.5% | $94,057-44.9% | $154,746-66.5% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 17.97% | 583.42%-565.4pp | 480.62%-462.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,077 | $3,147-34.0% | $2,933-29.2% | $4,379-52.6% |
| Participant deferral / active EE | $5,121 | $5,118+0.1% | $4,709+8.7% | $6,730-23.9% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |