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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 | $106,841 | $106,923-0.1% | $84,023+27.2% | $152,909-30.1% |
| Participation rate | 63.6% | 75.3%-11.6pp | 69.0%-5.4pp | 82.5%-18.8pp |
| Annual return | 24.96% | 105.02%-80.1pp | 71.32%-46.4pp | 345.46%-320.5pp |
| Employer contribution / active EE | $993 | $2,735-63.7% | $1,984-50.0% | $4,764-79.2% |
| Participant deferral / active EE | $2,396 | $4,013-40.3% | $3,239-26.0% | $5,851-59.1% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |