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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 | $109,021 | $70,366+54.9% | $66,674+63.5% | $138,895-21.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 13.78% | 386.41%-372.6pp | 321.24%-307.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,035 | $2,765-62.6% | $2,620-60.5% | $4,194-75.3% |
| Participant deferral / active EE | $4,475 | $4,374+2.3% | $4,084+9.6% | $6,396-30.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |