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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 | $94,702 | $107,368-11.8% | $92,915+1.9% | $152,909-38.1% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.5%-24.1pp |
| Annual return | 20.42% | 145.64%-125.2pp | 109.45%-89.0pp | 345.46%-325.0pp |
| Employer contribution / active EE | $2,586 | $4,222-38.7% | $3,653-29.2% | $4,764-45.7% |
| Participant deferral / active EE | $5,210 | $4,848+7.5% | $4,238+22.9% | $5,851-11.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |