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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 | $89,315 | $152,619-41.5% | $125,195-28.7% | $152,909-41.6% |
| Participation rate | 36.4% | 83.3%-47.0pp | 79.8%-43.4pp | 82.5%-46.1pp |
| Annual return | 21.99% | 54.85%-32.9pp | 43.79%-21.8pp | 345.46%-323.5pp |
| Employer contribution / active EE | $1,001 | $4,947-79.8% | $3,866-74.1% | $4,764-79.0% |
| Participant deferral / active EE | $2,554 | $5,869-56.5% | $4,937-48.3% | $5,851-56.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |