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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 | $60,261 | $157,296-61.7% | $141,191-57.3% | $152,897-60.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 18.29% | 64.34%-46.1pp | 71.41%-53.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $956 | $5,262-81.8% | $4,736-79.8% | $4,764-79.9% |
| Participant deferral / active EE | $3,711 | $7,111-47.8% | $6,710-44.7% | $5,851-36.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |