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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 | $60,617 | $183,516-67.0% | $155,534-61.0% | $145,884-58.4% |
| Participation rate | 27.8% | 82.7%-54.9pp | 78.2%-50.4pp | 80.3%-52.5pp |
| Annual return | 11.82% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,232 | $5,315-76.8% | $4,675-73.6% | $4,662-73.6% |
| Participant deferral / active EE | $3,847 | $6,467-40.5% | $5,630-31.7% | $6,690-42.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |