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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 | $60,598 | $100,147-39.5% | $81,286-25.5% | $145,877-58.5% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.5%-16.2pp | 80.3%-27.0pp |
| Annual return | 22.63% | 34.44%-11.8pp | 24.80%-2.2pp | 551.28%-528.7pp |
| Employer contribution / active EE | $1,661 | $2,977-44.2% | $2,463-32.5% | $4,663-64.4% |
| Participant deferral / active EE | $3,181 | $4,607-31.0% | $3,883-18.1% | $6,691-52.5% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |