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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 | $101,843 | $115,810-12.1% | $101,271+0.6% | $158,966-35.9% |
| Participation rate | 55.0% | 79.4%-24.4pp | 75.8%-20.8pp | 82.0%-27.0pp |
| Annual return | 24.31% | 56.15%-31.8pp | 46.48%-22.2pp | 302.95%-278.6pp |
| Employer contribution / active EE | $766 | $4,175-81.7% | $3,660-79.1% | $4,762-83.9% |
| Participant deferral / active EE | $1,967 | $4,958-60.3% | $4,371-55.0% | $5,983-67.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |