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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 | $47,976 | $202,440-76.3% | $169,390-71.7% | $139,466-65.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 19.28% | 532.36%-513.1pp | 406.07%-386.8pp | 373.66%-354.4pp |
| Employer contribution / active EE | $800 | $4,693-83.0% | $4,013-80.1% | $4,754-83.2% |
| Participant deferral / active EE | $3,990 | $6,940-42.5% | $6,222-35.9% | $6,712-40.6% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |