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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 | $67,300 | $72,071-6.6% | $68,368-1.6% | $137,256-51.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 20.76% | 353.14%-332.4pp | 292.57%-271.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $482 | $2,788-82.7% | $2,649-81.8% | $4,156-88.4% |
| Participant deferral / active EE | $2,062 | $4,410-53.2% | $4,123-50.0% | $6,407-67.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |