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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 | $32,628 | $174,379-81.3% | $152,093-78.5% | $138,895-76.5% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 12.81% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,161 | $4,652-75.0% | $4,175-72.2% | $4,194-72.3% |
| Participant deferral / active EE | $2,693 | $6,159-56.3% | $5,451-50.6% | $6,396-57.9% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |