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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 | $81,534 | $152,612-46.6% | $125,192-34.9% | $152,897-46.7% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.5%-38.0pp |
| Annual return | 22.52% | 54.85%-32.3pp | 43.79%-21.3pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,023 | $4,947-79.3% | $3,866-73.5% | $4,764-78.5% |
| Participant deferral / active EE | $1,890 | $5,868-67.8% | $4,937-61.7% | $5,851-67.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |