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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 | $87,258 | $166,020-47.4% | $164,866-47.1% | $145,959-40.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 8.76% | 100.08%-91.3pp | 69.97%-61.2pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,614 | $5,275-69.4% | $4,343-62.8% | $4,661-65.4% |
| Participant deferral / active EE | $2,172 | $6,961-68.8% | $6,033-64.0% | $6,689-67.5% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |