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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 | $65,265 | $102,385-36.3% | $147,080-55.6% | $80,935-19.4% |
| Participation rate | 68.5% | 75.9%-7.4pp | 82.2%-13.7pp | 67.7%+0.9pp |
| Annual return | 14.90% | 135.09%-120.2pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,262 | $3,717-66.0% | $4,933-74.4% | $2,757-54.2% |
| Participant deferral / active EE | $4,678 | $6,651-29.7% | $8,066-42.0% | $4,299+8.8% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |