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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 | $95,009 | $104,937-9.5% | $84,628+12.3% | $152,897-37.9% |
| Participation rate | 69.2% | 74.8%-5.6pp | 68.2%+1.0pp | 82.5%-13.2pp |
| Annual return | 22.44% | 373.88%-351.4pp | 258.80%-236.4pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,686 | $3,303-49.0% | $2,653-36.5% | $4,764-64.6% |
| Participant deferral / active EE | $5,873 | $4,690+25.2% | $3,900+50.6% | $5,851+0.4% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |