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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 | $49,908 | $72,426-31.1% | $67,560-26.1% | $145,897-65.8% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 16.54% | 7226.78%-7210.2pp | 3533.50%-3517.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $3,028 | $3,074-1.5% | $2,737+10.6% | $4,663-35.1% |
| Participant deferral / active EE | $4,934 | $4,785+3.1% | $4,004+23.2% | $6,689-26.2% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |