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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 | $120,261 | $160,040-24.9% | $147,096-18.2% | $145,877-17.6% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 13.67% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,958 | $5,289-63.0% | $4,936-60.3% | $4,663-58.0% |
| Participant deferral / active EE | $4,444 | $8,429-47.3% | $8,071-44.9% | $6,691-33.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |