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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 | $68,543 | $107,368-36.2% | $92,915-26.2% | $152,909-55.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 21.29% | 145.64%-124.4pp | 109.45%-88.2pp | 345.46%-324.2pp |
| Employer contribution / active EE | $1,047 | $4,222-75.2% | $3,653-71.3% | $4,764-78.0% |
| Participant deferral / active EE | $6,726 | $4,848+38.7% | $4,238+58.7% | $5,851+14.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |