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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 | $41,187 | $175,257-76.5% | $149,717-72.5% | $139,456-70.5% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.6pp | 80.3%-15.1pp |
| Annual return | 14.05% | 166.70%-152.7pp | 134.41%-120.4pp | 373.45%-359.4pp |
| Employer contribution / active EE | $1,097 | $5,477-80.0% | $4,820-77.2% | $4,753-76.9% |
| Participant deferral / active EE | $2,704 | $6,521-58.5% | $5,682-52.4% | $6,711-59.7% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |