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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 | $36,269 | $183,516-80.2% | $155,534-76.7% | $145,884-75.1% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 11.11% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,718 | $5,315-67.7% | $4,675-63.2% | $4,662-63.1% |
| Participant deferral / active EE | $3,235 | $6,467-50.0% | $5,630-42.5% | $6,690-51.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |