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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 | $76,064 | $109,967-30.8% | $97,197-21.7% | $145,877-47.9% |
| Participation rate | 57.1% | 76.0%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 11.98% | 244.27%-232.3pp | 75.47%-63.5pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,464 | $3,077-52.4% | $2,723-46.2% | $4,663-68.6% |
| Participant deferral / active EE | $3,991 | $4,676-14.7% | $4,263-6.4% | $6,691-40.4% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |