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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 | $83,825 | $107,368-21.9% | $92,915-9.8% | $152,909-45.2% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 22.22% | 145.64%-123.4pp | 109.45%-87.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,826 | $4,222-56.7% | $3,653-50.0% | $4,764-61.7% |
| Participant deferral / active EE | $6,878 | $4,848+41.9% | $4,238+62.3% | $5,851+17.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |