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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 | $53,847 | $56,134-4.1% | $96,171-44.0% | $85,847-37.3% |
| Participation rate | 39.4% | 56.7%-17.3pp | 68.4%-29.1pp | 69.3%-29.9pp |
| Annual return | 71.14% | 42.30%+28.8pp | 192.04%-120.9pp | 318.61%-247.5pp |
| Employer contribution / active EE | $1,126 | $1,620-30.5% | $2,799-59.8% | $2,565-56.1% |
| Participant deferral / active EE | $3,085 | $2,858+8.0% | $4,350-29.1% | $3,952-21.9% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |