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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 | $32,422 | $109,872-70.5% | $98,483-67.1% | $167,536-80.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 16.24% | 1959.31%-1943.1pp | 1494.38%-1478.1pp | 478.82%-462.6pp |
| Employer contribution / active EE | $2,680 | $3,225-16.9% | $2,961-9.5% | $4,839-44.6% |
| Participant deferral / active EE | $5,367 | $4,673+14.8% | $4,276+25.5% | $6,342-15.4% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |