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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 | $39,115 | $72,446-46.0% | $67,561-42.1% | $145,877-73.2% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 9.67% | 7211.98%-7202.3pp | 3525.44%-3515.8pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,235 | $3,072-27.2% | $2,735-18.3% | $4,663-52.1% |
| Participant deferral / active EE | $6,973 | $4,785+45.7% | $4,003+74.2% | $6,691+4.2% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |