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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 | $58,465 | $198,457-70.5% | $170,435-65.7% | $147,586-60.4% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 11.21% | 257.30%-246.1pp | 205.94%-194.7pp | 578.59%-567.4pp |
| Employer contribution / active EE | $2,484 | $6,183-59.8% | $5,432-54.3% | $4,876-49.1% |
| Participant deferral / active EE | $2,898 | $5,629-48.5% | $4,939-41.3% | $5,439-46.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |