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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 | $69,112 | $88,702-22.1% | $81,780-15.5% | $145,978-52.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.10% | 1029.12%-1016.0pp | 776.27%-763.2pp | 550.52%-537.4pp |
| Employer contribution / active EE | $2,395 | $3,084-22.4% | $2,914-17.8% | $4,662-48.6% |
| Participant deferral / active EE | $5,850 | $4,645+25.9% | $4,321+35.4% | $6,690-12.6% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |