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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 | $81,387 | $117,829-30.9% | $102,423-20.5% | $145,877-44.2% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 27.18% | 31.83%-4.7pp | 29.42%-2.2pp | 551.28%-524.1pp |
| Employer contribution / active EE | $1,371 | $3,615-62.1% | $3,023-54.6% | $4,663-70.6% |
| Participant deferral / active EE | $2,239 | $5,732-60.9% | $5,054-55.7% | $6,691-66.5% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |