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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 | $82,758 | $88,778-6.8% | $81,844+1.1% | $145,884-43.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 9.75% | 1033.03%-1023.3pp | 778.87%-769.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,371 | $3,087-55.6% | $2,916-53.0% | $4,662-70.6% |
| Participant deferral / active EE | $4,019 | $4,648-13.5% | $4,323-7.0% | $6,690-39.9% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |