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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 | $73,818 | $99,079-25.5% | $78,002-5.4% | $273,972-73.1% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.5%-55.5pp | 83.0%-63.0pp |
| Annual return | 2.31% | 217.93%-215.6pp | 425.99%-423.7pp | 41.46%-39.1pp |
| Employer contribution / active EE | $924 | $3,308-72.1% | $2,470-62.6% | $4,869-81.0% |
| Participant deferral / active EE | $3,002 | $4,306-30.3% | $3,497-14.2% | $5,287-43.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |