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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 | $69,551 | $72,446-4.0% | $67,561+2.9% | $145,877-52.3% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.0pp | 80.3%-37.4pp |
| Annual return | 11.88% | 7211.98%-7200.1pp | 3525.44%-3513.6pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,530 | $3,072-50.2% | $2,735-44.1% | $4,663-67.2% |
| Participant deferral / active EE | $2,398 | $4,785-49.9% | $4,003-40.1% | $6,691-64.2% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |