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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 | $90,513 | $124,330-27.2% | $109,173-17.1% | $167,536-46.0% |
| Participation rate | 41.2% | 79.5%-38.3pp | 75.9%-34.7pp | 82.1%-40.9pp |
| Annual return | 15.69% | 26.04%-10.4pp | 25.75%-10.1pp | 478.82%-463.1pp |
| Employer contribution / active EE | $2,033 | $4,209-51.7% | $3,723-45.4% | $4,839-58.0% |
| Participant deferral / active EE | $6,041 | $5,256+14.9% | $4,654+29.8% | $6,342-4.7% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |