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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 | $90,506 | $107,368-15.7% | $92,915-2.6% | $152,909-40.8% |
| Participation rate | 26.1% | 79.8%-53.7pp | 76.0%-49.9pp | 82.5%-56.4pp |
| Annual return | 19.89% | 145.64%-125.8pp | 109.45%-89.6pp | 345.46%-325.6pp |
| Employer contribution / active EE | $789 | $4,222-81.3% | $3,653-78.4% | $4,764-83.4% |
| Participant deferral / active EE | $2,404 | $4,848-50.4% | $4,238-43.3% | $5,851-58.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |