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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 | $67,541 | $144,124-53.1% | $117,857-42.7% | $147,585-54.2% |
| Participation rate | 58.3% | 83.4%-25.1pp | 79.7%-21.3pp | 82.8%-24.5pp |
| Annual return | 13.99% | 531.17%-517.2pp | 335.09%-321.1pp | 578.57%-564.6pp |
| Employer contribution / active EE | $1,497 | $4,897-69.4% | $3,786-60.5% | $4,876-69.3% |
| Participant deferral / active EE | $3,081 | $5,316-42.0% | $4,482-31.3% | $5,439-43.4% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |