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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 | $97,548 | $104,709-6.8% | $85,705+13.8% | $167,553-41.8% |
| Participation rate | 57.1% | 76.4%-19.2pp | 69.9%-12.7pp | 82.1%-25.0pp |
| Annual return | 17.40% | 21.45%-4.0pp | 21.49%-4.1pp | 478.89%-461.5pp |
| Employer contribution / active EE | $896 | $3,338-73.2% | $2,619-65.8% | $4,840-81.5% |
| Participant deferral / active EE | $8,049 | $4,827+66.8% | $3,924+105.1% | $6,343+26.9% |
| Admin fee / account holder | $0 | $10,036-100.0% | $6,877-100.0% | $12,316-100.0% |