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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 | $102,898 | $102,393+0.5% | $147,041-30.0% | $80,911+27.2% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 14.64% | 134.95%-120.3pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,634 | $3,715-56.0% | $4,935-66.9% | $2,756-40.7% |
| Participant deferral / active EE | $5,435 | $6,647-18.2% | $8,071-32.7% | $4,297+26.5% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |