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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 | $100,488 | $162,529-38.2% | $130,788-23.2% | $154,746-35.1% |
| Participation rate | 37.5% | 75.9%-38.4pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | 16.69% | 510.48%-493.8pp | 386.44%-369.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,466 | $4,447-67.0% | $3,558-58.8% | $4,379-66.5% |
| Participant deferral / active EE | $3,816 | $4,808-20.6% | $4,137-7.8% | $6,730-43.3% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |