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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 | $86,240 | $107,353-19.7% | $92,903-7.2% | $152,885-43.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 22.37% | 145.62%-123.2pp | 109.43%-87.1pp | 345.39%-323.0pp |
| Employer contribution / active EE | $902 | $4,222-78.6% | $3,653-75.3% | $4,763-81.1% |
| Participant deferral / active EE | $7,673 | $4,848+58.3% | $4,238+81.1% | $5,851+31.1% |
| Admin fee / account holder | $9 | $7,081-99.9% | $5,795-99.8% | $11,598-99.9% |