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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 | $90,253 | $88,754+1.7% | $81,820+10.3% | $145,877-38.1% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 14.46% | 1031.77%-1017.3pp | 777.93%-763.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,449 | $3,085-53.0% | $2,915-50.3% | $4,663-68.9% |
| Participant deferral / active EE | $4,126 | $4,648-11.2% | $4,323-4.5% | $6,691-38.3% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |