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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 | $70,366-26.4% | $66,674-22.3% | $138,895-62.7% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 17.97% | 386.41%-368.4pp | 321.24%-303.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,077 | $2,765-24.9% | $2,620-20.7% | $4,194-50.5% |
| Participant deferral / active EE | $5,121 | $4,374+17.1% | $4,084+25.4% | $6,396-19.9% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |