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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 | $63,991 | $110,379-42.0% | $102,412-37.5% | $145,884-56.1% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 13.43% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,478 | $4,216-64.9% | $3,870-61.8% | $4,662-68.3% |
| Participant deferral / active EE | $1,911 | $5,622-66.0% | $5,060-62.2% | $6,690-71.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |