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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 | $96,799 | $183,516-47.3% | $155,534-37.8% | $145,884-33.6% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 20.91% | 61.43%-40.5pp | 64.92%-44.0pp | 551.85%-530.9pp |
| Employer contribution / active EE | $1,504 | $5,315-71.7% | $4,675-67.8% | $4,662-67.7% |
| Participant deferral / active EE | $2,927 | $6,467-54.7% | $5,630-48.0% | $6,690-56.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |