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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 | $47,941 | $111,787-57.1% | $93,681-48.8% | $145,978-67.2% |
| Participation rate | 64.7% | 74.2%-9.5pp | 68.7%-4.0pp | 80.3%-15.6pp |
| Annual return | 14.70% | 203.52%-188.8pp | 133.47%-118.8pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,336 | $3,093-56.8% | $2,422-44.8% | $4,662-71.3% |
| Participant deferral / active EE | $1,844 | $4,918-62.5% | $4,415-58.2% | $6,690-72.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |