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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 | $43,702 | $197,819-77.9% | $155,789-71.9% | $125,389-65.1% |
| Participation rate | 57.1% | 82.1%-24.9pp | 76.1%-19.0pp | 83.2%-26.0pp |
| Annual return | 1.96% | 86.73%-84.8pp | 71.54%-69.6pp | 282.24%-280.3pp |
| Employer contribution / active EE | $3,380 | $4,850-30.3% | $3,839-11.9% | $4,866-30.5% |
| Participant deferral / active EE | $5,328 | $5,631-5.4% | $4,798+11.1% | $5,352-0.4% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |