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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 | $88,722 | $118,708-25.3% | $98,920-10.3% | $158,982-44.2% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 5.98% | 372.49%-366.5pp | 196.47%-190.5pp | 302.99%-297.0pp |
| Employer contribution / active EE | $1,820 | $3,334-45.4% | $2,689-32.3% | $4,763-61.8% |
| Participant deferral / active EE | $3,368 | $5,089-33.8% | $4,245-20.6% | $5,983-43.7% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |