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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 | $79,606 | $115,796-31.3% | $101,264-21.4% | $158,950-49.9% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 19.54% | 56.15%-36.6pp | 46.48%-26.9pp | 302.91%-283.4pp |
| Employer contribution / active EE | $1,919 | $4,175-54.0% | $3,660-47.6% | $4,762-59.7% |
| Participant deferral / active EE | $6,075 | $4,958+22.5% | $4,370+39.0% | $5,983+1.5% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |