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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 | $51,594 | $118,695-56.5% | $98,916-47.8% | $158,950-67.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 7.71% | 372.39%-364.7pp | 196.45%-188.7pp | 302.91%-295.2pp |
| Employer contribution / active EE | $1,910 | $3,333-42.7% | $2,689-29.0% | $4,762-59.9% |
| Participant deferral / active EE | $2,877 | $5,088-43.5% | $4,245-32.2% | $5,983-51.9% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |