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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 | $88,384 | $112,935-21.7% | $90,970-2.8% | $158,966-44.4% |
| Participation rate | 28.6% | 74.7%-46.2pp | 69.0%-40.4pp | 82.0%-53.4pp |
| Annual return | 14.04% | 215.79%-201.7pp | 134.58%-120.5pp | 302.95%-288.9pp |
| Employer contribution / active EE | $731 | $2,895-74.7% | $2,122-65.5% | $4,762-84.6% |
| Participant deferral / active EE | $5,461 | $4,129+32.3% | $3,373+61.9% | $5,983-8.7% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |