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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 | $102,028 | $160,040-36.2% | $147,096-30.6% | $145,877-30.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 16.92% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,812 | $5,289-65.7% | $4,936-63.3% | $4,663-61.1% |
| Participant deferral / active EE | $3,690 | $8,429-56.2% | $8,071-54.3% | $6,691-44.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |