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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 | $70,209 | $112,933-37.8% | $90,970-22.8% | $158,982-55.8% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 61.86% | 215.82%-154.0pp | 134.60%-72.7pp | 302.99%-241.1pp |
| Employer contribution / active EE | $1,453 | $2,893-49.8% | $2,122-31.5% | $4,763-69.5% |
| Participant deferral / active EE | $4,607 | $4,128+11.6% | $3,373+36.6% | $5,983-23.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |