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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 | $87,061 | $108,695-19.9% | $74,722+16.5% | $152,897-43.1% |
| Participation rate | 11.1% | 65.4%-54.2pp | 54.5%-43.4pp | 82.5%-71.3pp |
| Annual return | 17.36% | 114.11%-96.7pp | 753.11%-735.8pp | 345.43%-328.1pp |
| Employer contribution / active EE | $280 | $1,504-81.4% | $1,084-74.1% | $4,764-94.1% |
| Participant deferral / active EE | $2,778 | $2,712+2.4% | $1,963+41.5% | $5,851-52.5% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |