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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 | $92,900 | $90,530+2.6% | $76,030+22.2% | $145,897-36.3% |
| Participation rate | 20.0% | 74.4%-54.4pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | 10.81% | 625.08%-614.3pp | 361.54%-350.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,297 | $3,319-60.9% | $2,688-51.7% | $4,663-72.2% |
| Participant deferral / active EE | $4,600 | $5,164-10.9% | $4,257+8.1% | $6,689-31.2% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |