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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 | $63,460 | $124,425-49.0% | $112,040-43.4% | $137,256-53.8% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 16.32% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,850 | $3,411-16.5% | $2,954-3.5% | $4,156-31.4% |
| Participant deferral / active EE | $4,988 | $5,718-12.8% | $5,098-2.2% | $6,407-22.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |