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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 | $66,553 | $102,635-35.2% | $86,209-22.8% | $139,456-52.3% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 22.93% | 1923.53%-1900.6pp | 1169.05%-1146.1pp | 373.45%-350.5pp |
| Employer contribution / active EE | $1,313 | $3,034-56.7% | $2,381-44.9% | $4,753-72.4% |
| Participant deferral / active EE | $4,698 | $4,677+0.4% | $3,986+17.8% | $6,711-30.0% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |