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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 | $98,980 | $115,911-14.6% | $100,530-1.5% | $158,950-37.7% |
| Participation rate | 20.0% | 81.6%-61.6pp | 79.4%-59.4pp | 82.0%-62.0pp |
| Annual return | 14.40% | 34.80%-20.4pp | 30.89%-16.5pp | 302.91%-288.5pp |
| Employer contribution / active EE | $1,152 | $4,104-71.9% | $3,418-66.3% | $4,762-75.8% |
| Participant deferral / active EE | $4,022 | $6,676-39.8% | $6,271-35.9% | $5,983-32.8% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |