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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 | $75,828 | $113,338-33.1% | $94,993-20.2% | $147,586-48.6% |
| Participation rate | 65.0% | 78.0%-13.0pp | 73.9%-8.9pp | 82.8%-17.8pp |
| Annual return | 17.34% | 20.80%-3.5pp | 27.14%-9.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,260 | $3,160-60.1% | $2,603-51.6% | $4,876-74.2% |
| Participant deferral / active EE | $3,313 | $3,777-12.3% | $3,317-0.1% | $5,439-39.1% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |