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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 | $85,478 | $109,863-22.2% | $98,477-13.2% | $167,518-49.0% |
| Participation rate | 53.8% | 75.8%-22.0pp | 73.3%-19.5pp | 82.1%-28.3pp |
| Annual return | 18.94% | 1958.09%-1939.2pp | 1493.59%-1474.6pp | 478.71%-459.8pp |
| Employer contribution / active EE | $1,011 | $3,225-68.6% | $2,961-65.8% | $4,838-79.1% |
| Participant deferral / active EE | $12,000 | $4,673+156.8% | $4,276+180.6% | $6,342+89.2% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |