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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 | $34,267 | $117,846-70.9% | $102,434-66.5% | $145,884-76.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 12.82% | 31.90%-19.1pp | 29.46%-16.6pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,684 | $3,615-53.4% | $3,023-44.3% | $4,662-63.9% |
| Participant deferral / active EE | $4,731 | $5,733-17.5% | $5,055-6.4% | $6,690-29.3% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |