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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 | $87,348 | $107,368-18.6% | $92,915-6.0% | $152,909-42.9% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 20.48% | 145.64%-125.2pp | 109.45%-89.0pp | 345.46%-325.0pp |
| Employer contribution / active EE | $844 | $4,222-80.0% | $3,653-76.9% | $4,764-82.3% |
| Participant deferral / active EE | $4,544 | $4,848-6.3% | $4,238+7.2% | $5,851-22.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |