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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 | $72,414 | $157,276-54.0% | $141,177-48.7% | $152,885-52.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 25.56% | 64.33%-38.8pp | 71.40%-45.8pp | 345.39%-319.8pp |
| Employer contribution / active EE | $1,738 | $5,262-67.0% | $4,736-63.3% | $4,763-63.5% |
| Participant deferral / active EE | $4,393 | $7,110-38.2% | $6,710-34.5% | $5,851-24.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |