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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 | $65,958 | $208,088-68.3% | $186,193-64.6% | $154,746-57.4% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 23.25% | 89.97%-66.7pp | 78.03%-54.8pp | 172.34%-149.1pp |
| Employer contribution / active EE | $2,411 | $4,340-44.4% | $3,918-38.5% | $4,379-44.9% |
| Participant deferral / active EE | $4,056 | $7,078-42.7% | $6,513-37.7% | $6,730-39.7% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |