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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 | $76,084 | $91,198-16.6% | $178,503-57.4% | $79,856-4.7% |
| Participation rate | 27.8% | 69.2%-41.4pp | 81.9%-54.2pp | 69.6%-41.9pp |
| Annual return | 14.13% | 24.20%-10.1pp | 151.12%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,138 | $3,257-65.1% | $5,011-77.3% | $2,471-53.9% |
| Participant deferral / active EE | $1,678 | $3,237-48.2% | $5,202-67.7% | $3,741-55.1% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |