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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 | $107,341-18.6% | $92,897-6.0% | $152,870-42.9% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.4%-27.9pp |
| Annual return | 20.48% | 145.59%-125.1pp | 109.42%-88.9pp | 345.34%-324.9pp |
| Employer contribution / active EE | $844 | $4,221-80.0% | $3,653-76.9% | $4,763-82.3% |
| Participant deferral / active EE | $4,544 | $4,847-6.2% | $4,238+7.2% | $5,850-22.3% |
| Admin fee / account holder | $0 | $7,080-100.0% | $5,794-100.0% | $11,597-100.0% |