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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 | $58,664 | $95,580-38.6% | $76,872-23.7% | $139,466-57.9% |
| Participation rate | 37.5% | 74.0%-36.5pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 13.55% | 55.00%-41.4pp | 37.90%-24.4pp | 373.66%-360.1pp |
| Employer contribution / active EE | $1,417 | $3,145-54.9% | $2,533-44.1% | $4,754-70.2% |
| Participant deferral / active EE | $6,933 | $4,623+50.0% | $3,832+80.9% | $6,712+3.3% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |