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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 | $12,704 | $96,643-86.9% | $86,617-85.3% | $139,456-90.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 18.41% | 106.57%-88.2pp | 591.91%-573.5pp | 373.45%-355.0pp |
| Employer contribution / active EE | $3,927 | $3,264+20.3% | $3,023+29.9% | $4,753-17.4% |
| Participant deferral / active EE | $3,652 | $4,835-24.5% | $4,437-17.7% | $6,711-45.6% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |