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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 | $57,079 | $56,134+1.7% | $96,171-40.6% | $85,847-33.5% |
| Participation rate | 37.8% | 56.7%-18.9pp | 68.4%-30.6pp | 69.3%-31.5pp |
| Annual return | 13.41% | 42.30%-28.9pp | 192.04%-178.6pp | 318.61%-305.2pp |
| Employer contribution / active EE | $1,020 | $1,620-37.0% | $2,799-63.6% | $2,565-60.2% |
| Participant deferral / active EE | $2,100 | $2,858-26.5% | $4,350-51.7% | $3,952-46.9% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |