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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 | $104,762 | $166,131-36.9% | $164,975-36.5% | $145,877-28.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 13.45% | 100.37%-86.9pp | 70.12%-56.7pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,733 | $5,276-67.2% | $4,343-60.1% | $4,663-62.8% |
| Participant deferral / active EE | $3,600 | $6,962-48.3% | $6,033-40.3% | $6,691-46.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |