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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 | $73,983 | $96,678-23.5% | $86,640-14.6% | $139,466-47.0% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 19.43% | 106.69%-87.3pp | 592.52%-573.1pp | 373.66%-354.2pp |
| Employer contribution / active EE | $961 | $3,265-70.6% | $3,024-68.2% | $4,754-79.8% |
| Participant deferral / active EE | $1,350 | $4,837-72.1% | $4,438-69.6% | $6,712-79.9% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |