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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 | $74,518 | $77,416-3.7% | $69,464+7.3% | $152,897-51.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 20.39% | 39.08%-18.7pp | 28.98%-8.6pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,333 | $3,315-59.8% | $2,779-52.0% | $4,764-72.0% |
| Participant deferral / active EE | $1,533 | $4,413-65.3% | $3,536-56.6% | $5,851-73.8% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |