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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 | $118,772 | $106,918+11.1% | $84,021+41.4% | $152,897-22.3% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.5%-27.9pp |
| Annual return | 24.93% | 105.01%-80.1pp | 71.32%-46.4pp | 345.43%-320.5pp |
| Employer contribution / active EE | $909 | $2,735-66.8% | $1,984-54.2% | $4,764-80.9% |
| Participant deferral / active EE | $1,811 | $4,012-54.9% | $3,239-44.1% | $5,851-69.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |