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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 | $108,722 | $162,812-33.2% | $133,971-18.8% | $158,966-31.6% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 13.70% | 41.94%-28.2pp | 45.09%-31.4pp | 302.95%-289.2pp |
| Employer contribution / active EE | $1,257 | $4,976-74.7% | $3,919-67.9% | $4,762-73.6% |
| Participant deferral / active EE | $4,813 | $5,910-18.6% | $5,047-4.6% | $5,983-19.6% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |