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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 | $98,553 | $226,135-56.4% | $182,558-46.0% | $152,909-35.5% |
| Participation rate | 61.1% | 82.5%-21.4pp | 78.0%-16.9pp | 82.5%-21.3pp |
| Annual return | 28.89% | 192.60%-163.7pp | 148.59%-119.7pp | 345.46%-316.6pp |
| Employer contribution / active EE | $655 | $4,979-86.9% | $4,076-83.9% | $4,764-86.3% |
| Participant deferral / active EE | $3,091 | $6,371-51.5% | $5,526-44.1% | $5,851-47.2% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |