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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 | $78,490 | $117,859-33.4% | $102,438-23.4% | $145,959-46.2% |
| Participation rate | 46.7% | 78.6%-31.9pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 81.29% | 31.72%+49.6pp | 29.37%+51.9pp | 561.95%-480.7pp |
| Employer contribution / active EE | $1,444 | $3,615-60.0% | $3,024-52.2% | $4,661-69.0% |
| Participant deferral / active EE | $1,856 | $5,732-67.6% | $5,054-63.3% | $6,689-72.3% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |