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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 | $88,469 | $107,944-18.0% | $91,994-3.8% | $152,885-42.1% |
| Participation rate | 20.0% | 81.2%-61.2pp | 78.6%-58.6pp | 82.5%-62.5pp |
| Annual return | 28.32% | 89.26%-60.9pp | 69.03%-40.7pp | 345.39%-317.1pp |
| Employer contribution / active EE | $831 | $4,210-80.3% | $3,452-75.9% | $4,763-82.5% |
| Participant deferral / active EE | $3,325 | $6,365-47.8% | $5,923-43.9% | $5,851-43.2% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |