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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 | $51,814 | $114,119-54.6% | $107,187-51.7% | $138,895-62.7% |
| Participation rate | 52.6% | 78.1%-25.4pp | 75.0%-22.4pp | 79.9%-27.3pp |
| Annual return | 13.63% | 273.21%-259.6pp | 204.55%-190.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,106 | $4,059-72.8% | $3,782-70.8% | $4,194-73.6% |
| Participant deferral / active EE | $3,631 | $5,538-34.4% | $5,096-28.8% | $6,396-43.2% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |