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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 | $87,276 | $111,535-21.8% | $105,223-17.1% | $137,256-36.4% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.8pp | 80.0%-15.7pp |
| Annual return | 16.21% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,098 | $3,939-72.1% | $3,689-70.2% | $4,156-73.6% |
| Participant deferral / active EE | $1,676 | $5,500-69.5% | $5,072-66.9% | $6,407-73.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |