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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 | $117,568 | $101,063+16.3% | $81,473+44.3% | $147,585-20.3% |
| Participation rate | 63.6% | 74.5%-10.8pp | 68.0%-4.3pp | 82.8%-19.2pp |
| Annual return | 15.79% | 32.41%-16.6pp | 38.78%-23.0pp | 578.58%-562.8pp |
| Employer contribution / active EE | $1,610 | $3,206-49.8% | $2,568-37.3% | $4,876-67.0% |
| Participant deferral / active EE | $2,208 | $4,242-48.0% | $3,537-37.6% | $5,439-59.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |