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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 | $183,627-67.0% | $155,602-61.0% | $145,978-58.5% |
| Participation rate | 27.8% | 82.7%-54.9pp | 78.2%-50.4pp | 80.3%-52.5pp |
| Annual return | 11.82% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,232 | $5,316-76.8% | $4,675-73.7% | $4,662-73.6% |
| Participant deferral / active EE | $3,847 | $6,466-40.5% | $5,629-31.7% | $6,690-42.5% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |