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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 | $86,539 | $106,247-18.5% | $96,515-10.3% | $139,466-38.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 16.90% | 38.47%-21.6pp | 35.73%-18.8pp | 373.66%-356.8pp |
| Employer contribution / active EE | $891 | $4,106-78.3% | $3,740-76.2% | $4,754-81.3% |
| Participant deferral / active EE | $5,250 | $5,456-3.8% | $4,880+7.6% | $6,712-21.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |