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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 | $76,441 | $106,280-28.1% | $96,538-20.8% | $139,487-45.2% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 14.97% | 38.48%-23.5pp | 35.74%-20.8pp | 373.84%-358.9pp |
| Employer contribution / active EE | $1,978 | $4,107-51.8% | $3,740-47.1% | $4,755-58.4% |
| Participant deferral / active EE | $5,411 | $5,457-0.8% | $4,880+10.9% | $6,713-19.4% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |