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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 | $78,759 | $96,643-18.5% | $86,617-9.1% | $139,456-43.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 16.50% | 106.57%-90.1pp | 591.91%-575.4pp | 373.45%-357.0pp |
| Employer contribution / active EE | $1,800 | $3,264-44.9% | $3,023-40.5% | $4,753-62.1% |
| Participant deferral / active EE | $1,800 | $4,835-62.8% | $4,437-59.4% | $6,711-73.2% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |