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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 | $85,107 | $110,303-22.8% | $95,759-11.1% | $139,487-39.0% |
| Participation rate | 53.8% | 75.7%-21.9pp | 72.3%-18.4pp | 80.3%-26.5pp |
| Annual return | 19.93% | 27.19%-7.3pp | 28.42%-8.5pp | 373.84%-353.9pp |
| Employer contribution / active EE | $1,956 | $3,261-40.0% | $2,836-31.0% | $4,755-58.9% |
| Participant deferral / active EE | $2,813 | $4,674-39.8% | $4,244-33.7% | $6,713-58.1% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |