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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 | $85,723 | $129,737-33.9% | $119,126-28.0% | $154,746-44.6% |
| Participation rate | 61.1% | 78.9%-17.7pp | 75.8%-14.6pp | 80.7%-19.6pp |
| Annual return | 17.04% | 379.08%-362.0pp | 282.11%-265.1pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,142 | $4,375-73.9% | $4,034-71.7% | $4,379-73.9% |
| Participant deferral / active EE | $7,497 | $5,842+28.3% | $5,318+41.0% | $6,730+11.4% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |