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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 | $110,771 | $150,435-26.4% | $120,580-8.1% | $145,897-24.1% |
| Participation rate | 60.0% | 78.8%-18.8pp | 72.0%-12.0pp | 80.3%-20.3pp |
| Annual return | 12.62% | 154.60%-142.0pp | 107.48%-94.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,952 | $4,352-55.1% | $3,469-43.7% | $4,663-58.1% |
| Participant deferral / active EE | $3,862 | $6,174-37.4% | $4,995-22.7% | $6,689-42.3% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |