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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 | $74,877 | $107,353-30.3% | $92,903-19.4% | $152,885-51.0% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 19.12% | 145.62%-126.5pp | 109.43%-90.3pp | 345.39%-326.3pp |
| Employer contribution / active EE | $1,408 | $4,222-66.6% | $3,653-61.5% | $4,763-70.4% |
| Participant deferral / active EE | $6,875 | $4,848+41.8% | $4,238+62.2% | $5,851+17.5% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |