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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 | $44,743 | $157,304-71.6% | $141,197-68.3% | $152,909-70.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 22.58% | 64.34%-41.8pp | 71.41%-48.8pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,068 | $5,263-79.7% | $4,736-77.5% | $4,764-77.6% |
| Participant deferral / active EE | $10,670 | $7,111+50.1% | $6,710+59.0% | $5,851+82.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |