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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 | $20,730 | $111,830-81.5% | $93,696-77.9% | $145,884-85.8% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.1pp |
| Annual return | 15.08% | 204.08%-189.0pp | 133.74%-118.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,296 | $3,093-58.1% | $2,422-46.5% | $4,662-72.2% |
| Participant deferral / active EE | $2,306 | $4,920-53.1% | $4,417-47.8% | $6,690-65.5% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |