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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 | $95,916 | $107,363-10.7% | $92,909+3.2% | $152,897-37.3% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 23.20% | 145.63%-122.4pp | 109.44%-86.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $931 | $4,222-78.0% | $3,653-74.5% | $4,764-80.5% |
| Participant deferral / active EE | $2,477 | $4,848-48.9% | $4,238-41.5% | $5,851-57.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |