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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 | $63,916 | $112,935-43.4% | $90,970-29.7% | $158,966-59.8% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 9.13% | 215.79%-206.7pp | 134.58%-125.4pp | 302.95%-293.8pp |
| Employer contribution / active EE | $1,441 | $2,895-50.2% | $2,122-32.1% | $4,762-69.7% |
| Participant deferral / active EE | $4,436 | $4,129+7.4% | $3,373+31.5% | $5,983-25.9% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |