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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 | $92,019 | $166,268-44.7% | $165,100-44.3% | $145,897-36.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 9.82% | 100.52%-90.7pp | 70.21%-60.4pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,619 | $5,284-69.4% | $4,348-62.8% | $4,663-65.3% |
| Participant deferral / active EE | $4,428 | $6,964-36.4% | $6,035-26.6% | $6,689-33.8% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |