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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 | $109,021 | $157,829-30.9% | $136,867-20.3% | $198,609-45.1% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 13.78% | 51.25%-37.5pp | 42.97%-29.2pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,035 | $3,923-73.6% | $3,547-70.8% | $5,055-79.5% |
| Participant deferral / active EE | $4,475 | $5,463-18.1% | $4,924-9.1% | $6,977-35.9% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |