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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 | $80,386 | $232,540-65.4% | $185,117-56.6% | $147,586-45.5% |
| Participation rate | 46.2% | 82.4%-36.2pp | 77.3%-31.1pp | 82.8%-36.7pp |
| Annual return | 14.29% | 43.03%-28.7pp | 40.50%-26.2pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,301 | $5,195-75.0% | $4,182-68.9% | $4,876-73.3% |
| Participant deferral / active EE | $3,767 | $5,834-35.4% | $5,045-25.3% | $5,439-30.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |