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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 | $133,345 | $227,399-41.4% | $189,758-29.7% | $198,609-32.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 19.58% | 61.03%-41.4pp | 52.62%-33.0pp | 202.70%-183.1pp |
| Employer contribution / active EE | $1,997 | $5,526-63.9% | $4,767-58.1% | $5,055-60.5% |
| Participant deferral / active EE | $4,433 | $6,837-35.2% | $5,856-24.3% | $6,977-36.5% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |