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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 | $65,553 | $107,363-38.9% | $92,909-29.4% | $152,897-57.1% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.0%-29.9pp | 82.5%-36.3pp |
| Annual return | 22.31% | 145.63%-123.3pp | 109.44%-87.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $1,012 | $4,222-76.0% | $3,653-72.3% | $4,764-78.7% |
| Participant deferral / active EE | $4,585 | $4,848-5.4% | $4,238+8.2% | $5,851-21.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |