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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 | $55,303 | $96,678-42.8% | $86,640-36.2% | $139,466-60.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 13.00% | 106.69%-93.7pp | 592.52%-579.5pp | 373.66%-360.7pp |
| Employer contribution / active EE | $4,804 | $3,265+47.1% | $3,024+58.8% | $4,754+1.0% |
| Participant deferral / active EE | $16,939 | $4,837+250.2% | $4,438+281.6% | $6,712+152.4% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |